Action Plans encapsulates best practices into reusable task templates. An Action Plan can be created for an Account, Opportunity, Contact or Lead. Template tasks can be pre-assigned to a specific individual or assigned to the running user.
Customer Reviews
Jason H.
Advanced user of Action PlansRepeatable templates for consistent business processes
Once created the tasks are not linked together, so you can't slip one task and others slip too. Can be a good thing, but just need to understand what it the package does and does not do.
It is a good product to use as a starting point for your org. It is fairly narrow in its focus (all about tasks) and does not reschedule tasks, but if those are well understood and are not blockers, this is a great app. Great documentation on how to use it and install it. Love the export feature!
Service a customer better over a period of time, where things may get forgotten. It really helps with account management functions for sales reps.
