Apply a plan to keep you in touch with contacts through regular follow-ups, and help you to apply a consistent, successful methodology to your business.
You can apply action plans from the Lead manager, Referral manager, Detailed contact entry, and Contact details pages. The procedure varies slightly depending on where in the program you are applying a plan.
To apply a plan
From the action menu on the Lead manager, Referral manager, and Detailed contact entry pages, click Apply action plan to apply a plan to the displayed contact.
From the Contact details page, click Action plan. From the Action plan page, click Select plan from the action menu.
From the Available plans list, select the plan you want to apply, and then click Add.
From the Referral manager, simply select the plan from the Available plans list. Click OK.
From the Start date field on the Select plan start date dialog box, type the start date of the plan or click the calendar icon to select a date.
From the Select plan start date dialog box, click OK.
If you are applying a plan from the contact record, Lead manager or Detailed contact entry page, click OK.