Mutual Action Plan Dashboard

How to navigate the Mutual Action Plan dashboard effectively to track progress, manage tasks, and follow up on prospects.

Key Steps

Accessing the Dashboard:
- Navigate to the Trumpet homepage.
- Click on "Mutual Action Plans" from the left-hand side menu.
Viewing Mutual Action Plans:
- Upon loading the dashboard, all mutual action plans from the account will be visible.
- Use the search bar to find a specific pod by title.
- View the latest mutual action plans displayed on the dashboard.
Understanding Plan Details:
- Check for multiple mutual action plans within a pod using the dropdown.
- Review the status of each plan, including overdue tasks.
- Note the next due step, level of engagement, and last access.
- Utilize the reminders feature to send notifications to users with overdue tasks.
Sending Reminders:
- Click on the reminders button to open the tab.
- Select the users with overdue tasks.
- Send reminders to the selected users, who will receive them via email.
Tracking Progress and Follow-Up:
- Monitor the progress of pods and identify prospects that require follow-up.
- Determine the stage of each user within the mutual action plans shared in the pods.

Regularly check the dashboard to stay updated on the status of mutual action plans.
Use the search function to quickly locate specific pods and mutual action plans.
Prioritize follow-up based on the information provided in the dashboard to improve prospect management.