The daily action plan sub-module logs the activities scheduled and performed by a person or team each day in relation to the customer.

These activities include any interaction that your employees have with leads or clients, such as calling and visiting companies.

The DAP sub-module notes information about employee-customer interactions, such as the type of visit made by the employee to the customer and the time at which the interaction took place.

The system also allows you to generate reports of the actions taken by employees of the company to win and retain clients.