A Mutual Action Plan (MAP) is a collaborative workspace designed to align buyers and sellers on key milestones, responsibilities, and timelines throughout the deal cycle. Upon receiving an email invitation, users can join the MAP room to begin their journey. From

selecting a deal and applying a relevant template to assigning roles and setting

expectations, the MAP streamlines complex sales processes into clear, actionable steps. Users can prepare and manage action items, attach critical documents, and define key deliverables — all while maintaining real-time visibility and communication. With tools for collaboration, automation, and customization, the MAP ensures that every stakeholder remains aligned and accountable from start to finish.

External User Flow

If you are an external user, you will have to follow the external user flow as defined:

1. You will get an email invitation to join the mutual action plan. To begin, click Join Room.

2. Switch to external user tab, and add the login information.

Once you are logged in, you can access the feature as follows:

1. To get started, click on Deals.

2. On the Deals grid, you can select the Mutual Action Plan for any deal.

3. You will be redirected to the Mutual Action Plan screen. Click on the drop-down arrow to expand the select the template for your plan.

4. Here you can select the desired template from the drop-down menu. You can add users and define the roles for each of them, such as Seller-Opp Owner, Buyer-Primary, and much more. Click on the +User and enter the user's email. Once that's done, click on "Next".

5. In the next step, you can add the conversation name, description and, review the welcome message for your plan.

6. Click on Get Started, and you are good to go with your action plan.

7. Here you can view a list of actions that help you explore the requirements, introduce solutions, and set expectations. For each action item, you can prepare a form. To do so, click Prepare.

8. You can review the form details such as title, description, and due date. While you can edit the queries, enter/edit their responses, you can also edit the form elements as per your requirement.

11. Once the form is completed, you can preview it, and the status will be updated in the comment box section. Similarly, for other action items, you can either prepare or review the form. Once done, your status and each action item will be updated in the chat box.

12. To add the files for your action plan, you can move to the Files tab. Click Add to add a file, folder, note, or whiteboard for your action plan.

13. You can add more members to your action plan. To do so, click on the hamburger icon to view more functionalities for your action plan.

14. You can invite new members, assign users to the roles, and can also view a list of the existing users here.

15. Click on Settings to edit and view the settings for your action plan. You will be redirected to the Settings screen, wherein you can edit the settings as you desire.

16. Click on the element. You can save the action plan as a template, and also view the automations and events for the particular action plan.

17. You can choose the action item from the list of available action items from the list. From Approval, Acknowledgement, E-sign to Web App, we have you covered.

18. Click here to view your personalized workspace that includes your key documents, proposals, and much more!

19. You can add/delete/edit files in this section as per your requirement. You can add videos, documents, and anything you like for your mutual action plan!

20. You can choose your desired section to add here from the list of available sections. Each section allows you to collaborate differently and perform different functionalities for your action plan.