A Business Action Plan gives a broad overview of the goals you’ve set for your business and the actions you will take to achieve them. It is the collective efforts of users. A Business Action Plan aims to develop the goal, create a timeline of what specific tasks need to be completed, and determine what resources are required to reach that business goal or goals.
There are 2 modules in the Business Action Plan that a client can set up.
Set your Business Action Plan | ![]() |
How |
Select Module
|
Set your Goal, Strategy and Tactic Module | ![]() |
How it Works |
|
Set Your Business Plan Properties | ![]() |
How it Works |
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Set Two Tier Conditional Recommendation | ![]() |
How it Works |
Set Two Tier Conditional Recommendation
|
Tactic Details | ![]() |
How it Works |
Select Tactic Details
|
Tactic Details Properties | ![]() |
How it Works |
Setup Business Plan
|
Column Order Management | ![]() |
How it Works |
Column Order Management
|
Partner Profile | ![]() |
How it Works |
Select Partner Profiles
|
Partner Profile Properties | ![]() |
How it Works |
Setup Business Plan
|
Column Order Management | ![]() |
How it Works |
Column Order Management
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External task summary | ![]() |
How it Works |
Select External Task Summary
|
External task summary Properties | ![]() |
How it Works |
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Question Response Profile Module | ![]() |
How it Works |
Select Question Response Profile Module
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Question Response Profile Module Properties | ![]() |
How it Works |
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Add Categories | ![]() |
How it Works |
Select Categories
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Add Topics | ![]() |
How it Works |
Select Topics
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Add Questions | ![]() |
How it Works |
Select Questions
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