Now Live - Create an Action Plan Template for your Digital Sales Rooms

We’re excited to share that you can now create an Action Plan Template for Digital Sales Rooms (DSRs) in your Mediafly Engagement environment.

With a DSR Action Plan Template, help your team move deals from ideas to action, faster. By providing an approved, structured template, sellers can easily track next steps without needing to build an action plan from scratch every time.

Interested in a quick introduction to how Mediafly's Digital Sales Rooms and Action Plans work? You can learn more here.

Are you a System Admin? The video below walks through how to create your Action Plan Template, and shares a few best-practice tips:

Prefer written content? Check out our Community article.