What is an Action Plan?

A quick overview of the Action Plan (MAP) in the Deal Room, how it works, and how buyers and sellers use it to stay aligned on milestones and next steps.

The Action Plan (MAP, Mutual Action Plan) is a shared project timeline inside your Deal Room. It helps you and your buyer stay aligned on milestones, responsibilities, and next steps throughout the evaluation, onboarding, or implementation process.

A Mutual Action Plan gives both sides a clear view of what needs to happen, who is responsible, and when each step should be completed. It reduces friction, keeps momentum high, and ensures no task is missed as your deal progresses. You can now also set progress states and deadlines at the Milestone level, giving you more flexibility in how you track progress.

Why use a Mutual Action Plan?

A Mutual Action Plan helps you:

• Create a structured path from evaluation to go-live
• Show your buyer exactly what comes next
• Highlight dependencies and important deadlines
• Share ownership with internal and external stakeholders
• Track progress in real time
• Maintain alignment and clarity throughout the buying journey

Both teams can see the same plan, giving full transparency and reducing back-and-forth communication.

How the Mutual Action Plan works

The Action Plan is built using milestones and tasks:

Milestones

High-level stages in your process, such as:

• Discovery
• Legal review
• Security review
• Procurement
• Kickoff
• Go-live

Milestones help structure the plan into clear phases.

You can set deadlines for Milestones, and mark the status as Not started, In progress or Completed.

Milestones statuses update automatically:

• Milestones automatically move to In progress when one or more tasks are started or completed.
• Milestones automatically move to Completed when all tasks are completed.
• Changing a Milestone's status won't affect the status of its individual tasks.

You can also update statuses manually.

Milestone deadlines and progress states

Milestones now have their own progress states and deadlines, independent of the tasks inside them. This gives you more flexibility to reflect what's really happening in your deal.

You can:

• Set a Milestone status to Not started, In progress, or Completed, regardless of how many tasks are finished.
• Add deadlines at the Milestone level, using either past or future dates. Past dates are useful when you want your action plan to reflect real timelines for milestones that have already been achieved.
• Mark a Milestone as Completed even if a few final tasks are still underway.

Milestone status changes do not affect the status of individual tasks, so you stay fully in control of how progress is recorded.

Note: This update is available for Deal Rooms managed in GetAccept and through CRM integrations. Salesforce support will follow at a later date.

Tasks

Actionable steps that sit inside each milestone.

Examples include:

• "Share security documentation"
• "Review contract"
• "Schedule kickoff meeting"
• "Provide technical requirements"

Each task can have:

• A task owner (buyer or seller)
• A due date
• A completion state

Who can use the Action Plan

The Action Plan is visible in published Deal Rooms and can be used by:

• Room owners
• Collaborators
• Invited participants (buyers)

Buyers can complete tasks, add comments, and collaborate directly in the plan, keeping everything organized in one place.

Where to find the Action Plan

Once enabled in room settings, the Action Plan appears as its own tab in the Deal Room navigation.

There, you can:

• Add milestones
• Add tasks
• Assign owners
• Update progress
• Track activity in analytics

When to enable the Action Plan

Use the Action Plan when you want to:

• Align teams around shared outcomes
• Guide buyers step-by-step through your process
• Track progress in a transparent and collaborative way
• Accelerate complex deals
• Structure onboarding after closing

It's especially valuable for multi-stakeholder deals or longer sales cycles.