Action Plans

Action Plans provide an easy way to schedule a series of activities for multiple contacts, with each activity automatically reminding you when they become due. The video tutorial on the right will help you get started. All 8i Video Tutorials >

Video Tutorial:
Applying
Action Plans

Article Title	Video
Creating a New Action Plan
Creating and Editing A Personal Action Plan
Applying or Removing an Action Plan for a Contact
Applying or Removing an Action Plan for a Lead
Viewing Action Plans for Contact Follow-up
Keeping Track of Action Plan Activities
Auto Apply Plan Rules
Adding an Activity to a Plan
Editing Plan Activities
Mass Updating Plan Activities

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