After launching outreach, the next step is making sure every conversation leads to a clear next action. In Rethink, this is done by creating tasks or applying Action Plans so follow-ups are scheduled and nothing falls through the cracks.
Tasks help you remember what to do next, while Action Plans help automate a repeatable sequence of tasks for common workflows.
Create Follow-Up Tasks
Tasks are simple reminders tied to a record—such as a property, owner, or deal—so you know exactly when to reconnect with a prospect.
How it works:
Open the property, prospect, or contact record
Click New Task from the Activity panel
Add a subject (e.g., Follow-up call, Send market update)
Set a due date and assignee
Save the task
These tasks appear in your activity lists and reminders so you always know your next move.
Best for:
Scheduling follow-up calls
Sending additional information
Tracking outreach commitments
Apply Action Plans for Repeatable Workflows
Action Plans are a predefined set of tasks that can be applied to a record to guide a process—such as prospect follow-ups, deal preparation, or marketing outreach.
Instead of creating each task manually, an Action Plan automatically creates a series of tasks with assigned owners and due dates.
How it works:
From a list, choose the record(s)
Select Add Action Plan
3. Choose the appropriate template
4. Apply the plan
The plan will automatically create the tasks needed to complete that workflow.
Alternatively, open a record and click the Apply Action Plan button at the top of the record.
Best for:
Standard prospecting follow-ups
Deal preparation checklists
Repeatable brokerage processes
Once follow-ups are scheduled, the final step is to convert opportunities into deals and move them into the pipeline.