The Plans page in Arrows is your overview for all of your onboarding plans.
Each Arrows user can customize this page for their own needs and access critical information from one spot!
Clicking the name of the plan from this page will take you directly to that specific plan
Let’s cover some of the key functionality of this page…
Overview
The Plans page in Arrows is your command center for accessing and viewing information about your plans (or your team’s plans if you are a manager)
This view is specific to each user in Arrows - whatever you save or filter will only apply to YOU!
Be sure to customize it to your needs.
From this page, you have the ability to:
- create new plans
- search for specific customers
- adjust key filters to focus on what you need
- access the HubSpot record associated with your plan (if you’re displaying this column)
- sort specific columns (look for sorting arrows)
- take action on the status of your plan invites
- and, add additional data to customize your view!
Adding additional data columns
You can adjust what data appears on this page by clicking the settings icon (step 7 in the overview section).
From this drawer, you’ll have the ability to:
- adjust what data is currently displayed
- re-arrange the order of your columns on the overview page
- add additional data points
- and, save your changes
If you’re grouping multiple onboarding plans (or sales rooms) into customer portals, you can add the Portal.
This will let you click right into the portal for that customer from the plans page!
Invite plan participants
From the overview page, you can take action on the status of your plan participants (step 6 in the overview section)
This column is locked in place for everyone - it’s critical to make sure your customers are aware of and accessing their plans.
The different call-to-action buttons indicate a quick status for the plan invites AND let you take action.
You’ll have the ability to:
- Add participants - if a plan has been created but no one has been added to it
- Re-send invites - if a plan invite has been sent but the participants did not open the plan
- Send invites - if participants have been added but the initial invite has never been sent
Clicking one of these call-to-action buttons will let you take that action for that customer, without leaving this page.
Here is an example of clicking the Send invites action for one of the plans in our overview - letting you quickly send an invitation email and get back to your overview page!
Be sure to customize the Plans page for your specific needs so you can keep your customer onboarding progress moving forward!