Engagement Models are what house the predetermined activity cards that will be assigned to an account owner. Before building an engagement model you will want to have custom activity types and activity lanes created.
Begin in the administration panel where the engagement models are on the left-hand side.
Find the blue button on the bottom right corner to begin building an engagement model. Fill out the following information.
Total Effort is the estimated time you believe it will take to complete these tasks. The account owner can add the actual time they have put forth when they complete each activity card.
Once you hit save you can begin adding the activity cards associated with the engagement model.
Once you add an activity card, fill out the following information. It is important to note that if there are specific email templates or other attachments that correlate with an activity card you can upload these to the card which will then be tied to the engagement model and the account.
If you are finding the checklist is getting too long, consider breaking some of the checklist items into another activity card.