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Can Personal Action Plans Be Converted to Account-Level Action Plans?

Personal Action Plans stay private to their creator and cannot be converted. Learn how Managers can rebuild them as Account-Level Plans for team-wide use.

Table of Contents 

  1. Why This Feature Matters

  2. Step-by-Step Instructions

  3. Best Practices

  4. Troubleshooting Common Issues

  5. FAQs

Why This Feature Matters

Action Plans automate lead follow-up and task management in Sierra Interactive. Personal Action Plans and Account-Level Action Plans work differently: a Personal Action Plan is visible and usable only by the agent or lender who created it, while an Account-Level Action Plan is available to everyone on the account.

When an agent builds an effective follow-up sequence, it's natural for a manager to want that same sequence rolled out to the whole team. But Personal Action Plans can't be shared or converted directly. This is by design. It keeps account-wide processes intentional, built only by users with the access level to manage them.

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How to Recreate a Personal Action Plan at the Account Level

  1. Have the Agent or Lender share the steps of their Personal Action Plan with a Manager.
  2. Log in to the Manager or Primary Manager account.
  3. Go to Leads > Action Plans.
    caa_action_plan
  4. Click Create New Action Plan.new_action_plan
  5. Rebuild the plan step-by-step, including:
    • Task assignments
    • Message templates
    • Timing and delays
  6. Save the Action Plan, making it available to all users in the account.
  7. Train your team on how and when to use the new Account-Level Action Plan.

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Best Practices

  • Standardize your team’s lead follow-up by using Account-Level Action Plans created by Managers.
  • Audit Personal Plans created by agents and identify which should be recreated at the Account level.
  • Document and share naming conventions so plans are easily recognizable and properly categorized.
  • Limit Personal Plans to one-off workflows or testing sequences. Promote Account-Level Plans for all team-wide follow-up strategies.
  • Reinforce usage of shared plans during onboarding and training sessions.

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Troubleshooting Common Issues

  • Agent cannot share an Action Plan with another team member.
    Confirm if the Action Plan is Personal. Personal Plans can only be seen and used by the creator.
  • Manager cannot find a plan that was created by an agent.
    The agent likely created a Personal Plan. Request a copy of the plan details to rebuild it under the Manager's account.
  • Agents are using inconsistent follow-up methods.
    Audit Personal Plans, then recreate the most effective ones as Account-Level Plans.

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FAQs

  • Can I convert a Personal Action Plan to an Account-Level Plan?
    No. Personal Action Plans must be manually recreated by a Manager or the Primary Manager to be used at the account level.

  • Who can create Account-Level Action Plans?
    Only Manager-Level users and the Primary Manager can create and manage Account-Level Action Plans.

  • Can multiple users access a Personal Action Plan?
    No. Personal Action Plans are restricted to the user who created them.

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