After you have lead information stored in iMaxCRM, you can setup action plan templates and email templates for a smooth follow up on the leads.
To setup an action plan template,
1. On iMaxCRM, click on Settings.
2. Click on 
.
3. Click on 
.
4. Enter the following details:
- Plan Type
- Action Plan Name
- Description
5. Click 
.
We now have to create an Activity template for the action plan.
6. Click on 
.
7. Enter the following details:
8. Click .
The activity plan will be created.