# Action Plan Sharing

#### 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, changing stages, creating notes, assigning other action plans, and more.

#### What Is a Brokerage?

A brokerage account allows brokers to manage realtors and share resources such as Action Plans with connected realtors.

Sharing Action Plans helps ensure that realtors can use brokerage-approved automation workflows without needing to recreate them manually.

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#### Share an Action Plan

1. Log in to your Brokerage account.
2. From the left-hand menu, click **Automation**.
3. Select **Action Plans**.
4. Select the Action Plan you want to share.
5. Click **Share** from the top menu.
6. Select one or more realtors.
7. Click **Submit**.

The Action Plan will be shared successfully.

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#### Important Notes

- Action Plans created by the Super Admin cannot be shared with realtors.
- Only brokerage-created Action Plans can be shared.
- Multiple realtors can be selected during the sharing process.

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#### Shared Templates

When an Action Plan is shared, any templates associated with the Action Plan are automatically transferred to the realtor account.

This includes:

- Email Templates
- SMS Templates

The transferred templates will appear in the realtor's Templates section.

Templates shared from a brokerage are identified with the label:

**Created by Brokerage**

This allows realtors to distinguish brokerage-provided templates from their own templates.

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