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. All Video Tutorials >

Article Title Play Video
Viewing Action Plan Details  
Creating a New Action Plan  
Copying and Editing a Personal Action Plan  
Editing Plan Activities  
Adding an Activity to an Action Plan  
Mass Updating Plan Activities  
Deleting a Single Plan Activity  
Deleting Multiple Plan Activities  
Applying or Removing an Action Plan for a Contact Video
Auto Apply Plan Rules Video
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