Your business has been running for a few years and your team has experienced and learned quite a bit along the way. They are trained and everyone has a great process in place. But that doesn’t mean they don’t get busy, so the potential is always there to forget to log a call or miss a step in the data entry process. Help your already great team continue to achieve with Action Plans by Salesforce Labs. With some quick and easy set up, your team will have everything they need with just a few clicks!
Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact, Lead, Campaign, Case or Contract. Template tasks can be pre-assigned to a specific individual, assigned to the running user or assigned to a running user.
Check out the app on the AppExchange here!