Action Plans allow you to set-up the way a new referral is handled with one keystroke. For example, let's say with every new referral you like to A) Email a custom letter to the client, B) Assign the referral, C) Send a Referral Confirmation to the source, D) Schedule yourself to check- in with the client and E) Send Update requests to the Agent every two weeks. You could create ONE action plan that sets A, B, C, D & E into motion... AUTOMATICALLY!!!!