Enable Agent Permissions Related to Personal Action Plans and Preferred Lenders in 'Action Plan Settings'

1. Complete These Initial Setup Steps

Ensure the following are complete to use action plans properly:

2. Navigate to Action Plan Settings

Go to LEADS → Action Plans → Action Plan Settings.

3. Enable Agent Permissions

Three toggle options can be enabled in Action Plan Settings:

🔹 Allow Users to Create Personal Action Plans?

Enables all non-lender users (Primary Manager, Managers, Agents) to create personal traditional or fully automated action plans
Adds a “Lead Routing Settings” option to their profile dropdown
Auto-enables permission for agents/lenders to manually assign leads to fully automated action plans

🔹 Allow Users to Select a Preferred Lender?

Allows non-lender users to auto-assign their preferred lender in lead routing rules
Adds “Lead Routing Settings” to their profile dropdown

🔹 Allow Agent and Lender-Level Users to Manually Assign Leads to Fully Automated Action Plans?

Permits manual assignment of leads to fully automated plans via lead detail pages or in bulk from the dashboard
Limit: Max of 50 manual lead assignments per day per account

4. Access Lead Routing Settings (User-Level)

Users with permissions will see a “Lead Routing Settings” option in their profile dropdown
This setting is per-user and separate from account-level routing rules
In this view, users can:
- See lead routing rules in which they’re included
- Edit rules to choose which personal action plan or lender should apply

5. Set Defaults in My Lead Routing Settings

6. Create Personal Action Plans

Go to LEADS → Action Plans → + New Action Plan

Choose between Traditional or Fully Automated
Select “My Plans” to create personal action plans
Options vary based on permission settings:
- Some users will only see “Create Plan”
- Others can also “Import Sierra Action Plan” or manage account-level plans

Enable only the necessary permissions to avoid workflow confusion
Encourage agents to personalize but review for consistency across the team
Use “Lead Routing Settings” to empower agents without overriding account-level strategy
Monitor manual assignment limits (50 per day) to avoid disruption

Issue: Agent doesn’t see “Lead Routing Settings”

Solution: Ensure relevant permissions are enabled in Action Plan Settings

Issue: User can’t assign leads to action plans

Solution: Confirm the lead is assigned to them as Buyer Agent, Listing Agent, or Lender, and that the plan is a personal one

Q: What’s the difference between account-level and personal action plans?

A: Account-level plans are managed by admins and shared across users. Personal plans are created and used by individual users.

Q: Can Lenders assign action plans?

A: Yes, if permissions are enabled, Lender-level users can manually assign leads to fully automated plans.

Q: Is there a limit to how many leads can be assigned manually to fully automated plans?

A: Yes, 50 per day across your entire account.

Customize agent permissions in Action Plan Settings to allow personal plans, lender preferences, and manual assignment of fully automated action plans.