I would like to be able to put a group of Contacts in an automatic plan, such as "January Tradeshow" (any name I choose). Then I would define the Sales Funnel or Pipeline steps I want these Contacts to go thru. Such as Step one may be send a greeting email and then program in to call them in 3 (or any number of days I choose) and then in, say 7 days I follow up with a phone call and then say another email and so on until I have brought them thru the steps I want.
The Contacts would be added to this plan. When I open it the first time, they are all at Step 1 and they will all get a personalized email (or letter). They are then moved to Step 2 automatically. When I open the plan again and it is after the number of alloted days from Step 1 those contacts come up. As I make the phone calls (Step 2 in this example), those Contacts are moved automatically to Step 3. If I have 25 contacts in the plan and only call 7 that day, those 7 are taken out until Step 3 (the days alloted have passed). When I open the plan the next day only the 18 names are there, as they are the ones that still need a call. This continues until that Step is completed and continues on in this manner until all Contacts have moved thru all of the steps.
This would be a great marketing system and Automatic plan. The idea is that I could create as many different plan as I choose as long as they have a Different name. I then enter the plan name in maybe the ID/Status field and Sort the Contacts into the plan i want them in.