Follow-up Plans Creation and Request

In order for a Follow-up plan to be created, the manager or person responsable on the client side must contact their Acquisition Coach and provide the following information:

• Plan Name - Name that will be shown to locate the plan on the VDP menu
• Description - A short description that will pop-up when users hover over the plan's name in the VDP menu
• Items - The actions created by the follow-up plan. Each of these items needs the following information:
  • Type* - The type of action the item will trigger. They can be:
    • To Do
    • Calls
    • Texts
    • Emails
    • Notes
    • Appointments
  • Title - Identificative name of the action
  • Description - Short description that will be seen in the action section of the VDP
  • Assigned to* - User that will be assigned to the action. It can be a fixed user or the current user 
  • Days Offset* - Amount of days from the follow-up plan execution when a particular action will have its due date
  • Time* - Time when this action should be done
  • Skip Weekends - YES or NO.
    • When activated, the days offset will be overridden so the tasks are created the next closest week day (instead of landing on a Saturday or a Sunday)
      • iE: If the days offset will create a task on a Saturday or Sunday, then it will be created the next Monday instead.