Action Plan

What Is an Action Plan?

An Action Plan is an automated workflow that performs predefined actions for assigned leads over a specified period of time.

Action Plans help automate follow-up activities such as:

• Sending emails

• Sending SMS messages

• Adding tags

• Removing tags

• Changing stages

• Creating notes

• Assigning other Action Plans

Once assigned, the Action Plan automatically executes each step according to the configured schedule.

Action Plans can be assigned to:

• Individual leads

• Tags

• Stages

• Sources

This helps automate lead nurturing and follow-up processes at scale.

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Access Action Plans

1. Navigate to Automation > Action Plans.

The Action Plans page displays all available Action Plans.

From this page, you can view:

• Action Plan Name

• Number of Steps

• Active Leads

• Paused Leads

• Stopped Leads

• Completed Leads

• Available Actions

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View an Action Plan

1. Navigate to Automation > Action Plans.

2. Locate the desired Action Plan.

3. Click View.

The configured Action Plan steps will be displayed.

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Create an Action Plan

1. Navigate to Automation > Action Plans.

2. Click Add Action Plan.

3. Enter the Action Plan Name.

4. Click Add Action.

5. Configure one or more actions.

6. Click Save.

The Action Plan will be created successfully.

Available Action Types

Send Email

• Select Send Email.

• Select an Email Template.

• Configure the execution timing.

• Save the action.

Send SMS

• Select Send SMS.

• Select an SMS Template.

• Configure the execution timing.

• Save the action.

Add Tags

• Select Add Tags.

• Select one or more tags.

• Configure the execution timing.

• Save the action.

Remove Tags

• Select Remove Tags.

• Select one or more tags.

• Configure the execution timing.

• Save the action.

Change Stage

• Select Change Stage.

• Select the desired stage.

• Configure the execution timing.

• Save the action.

Note: Only one stage can be selected at a time.

Add Note

• Select Add Note.

• Enter the note content.

• Configure the execution timing.

• Save the action.

Assign Action Plan

• Select Assign Action Plan.

• Select the desired Action Plan.

• Configure the execution timing.

• Save the action.

Additional Action Types

You can also configure:

• Pause Specific Action Plan

• Pause All Action Plans

• Repeat Action Plan

Automatically Pause When a Lead Replies

While creating or editing an Action Plan, you can enable:

Pause the action plan when the lead replies to an email.

When enabled, future Action Plan steps automatically stop executing once the lead replies.

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Edit an Action Plan

1. Navigate to Automation > Action Plans.

2. Locate the Action Plan.

3. Click Edit.

4. Modify the required settings.

5. Click Update.

The Action Plan will be updated successfully.

Note: Changes made to an Action Plan apply immediately to all future executions. For leads that are already progressing through the Action Plan, previously completed steps will remain unchanged, while any upcoming steps that have not yet been executed will follow the updated configuration. Newly assigned leads will follow the updated Action Plan from the beginning.

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Assign an Action Plan

Action Plans can be assigned from multiple locations within AgentRoof CRM.

From the Action Plans Page

1. Select the desired Action Plan.

You can assign it to:

Leads

1. Click Leads.
2. Select one or more leads.
3. Click Submit.

Tags

1. Click Tags.
2. Select one or more tags.
3. Click Apply.

Stages

1. Click Stages.
2. Select a stage.
3. Click Apply.

Sources

1. Click Sources.
2. Select one or more sources.
3. Click Apply.

The Action Plan will be assigned successfully.

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From the CRM Page

1. Navigate to CRM.
2. Select one or more leads.
3. Click Action Plan.
4. Select the desired Action Plan.
5. Click Submit.

The Action Plan will be assigned successfully.

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From the Lead Profile Page

1. Navigate to CRM.
2. Open the desired lead record.
3. Click the Profile tab.
4. Scroll down to the Action Plans section.
5. Click the + icon.
6. Select the Action Plan you want to assign.
7. Confirm the assignment.

The selected Action Plan will be assigned successfully.

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Manage Assigned Leads

Each Action Plan displays lead counts under:

• Active

• Paused

• Stopped

• Completed

Click the number displayed in any column to view the corresponding leads.

Active Leads

Available actions:

• Pause

• Stop

• Remove

Paused Leads

Available actions:

• Resume

• Remove

Stopped Leads

Available actions:

• Restart

• Remove

Completed Leads

Available actions:

• Restart

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Change Action Plan Status from a Lead Profile

1. Navigate to CRM.

2. Open the desired lead profile.

3. Locate the Action Plans section.

Available actions depend on the Action Plan status.

If Active

• Pause

• Stop

• Delete

If Paused

• Resume

• Delete

If Stopped

• Restart

• Delete

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Delete an Action Plan

1. Navigate to Automation > Action Plans.

2. Select the Action Plan.

3. Click Delete.

4. Confirm the deletion.

Note: Action Plans assigned to one or more leads cannot be deleted. You must first remove the Action Plan from all associated leads before deleting it.

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Understanding Action Plan Statuses

Status	Description
Active	The Action Plan is currently executing.
Paused	The Action Plan is temporarily suspended and can later resume.
Stopped	The Action Plan was terminated before completion and can be restarted.
Completed	All configured steps have executed successfully.

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Conclusion

You have successfully learned how to manage Action Plans in AgentRoof CRM.