at the top of the page to see if you are working in a default or personal
plan.NOTE: If you require instructions on how to access this page, click here.
NOTE: You
cannot edit, rename, or delete activities in the default plans. If you
want to modify one of the default plans you must make a copy, and then
edit the copied version. If you do modify a default plan you will be prompted
to do so automatically upon saving. Check the info icon
at the top of the page to see if you are working in a default or personal
plan.
NOTE: Once you have applied a default action plan to several contacts, you cannot make global changes. It is recommended that you create a personal plan to apply, as with Auto-apply action plans.
Click the tab for the type of plan you want to work with: Action plans, Listing plans, Closing plans, Marketing report plans and Closing report plans.
NOTE:
If you are working with Marketing report
and/or Closing report plans, they
are handled differently. Click here
to manage these types of plans.
From the [plan type]
plan name drop-down
list box, select the plan you want to work with.
To create a new plan click the Create
new link
above the drop-down list box. The new plan is displayed, but will be empty.
Click here for information
about adding new activities to the plan. When finished, click OK
to display the Save action plan
window. Type a name for the new plan and click OK.
To copy the selected plan click the Copy
link above the drop-down list box. The Copy
[plan type] plan: [plan name] dialog appears. Type a name for the
new plan and click OK. The newly
copied plan is displayed. Click here
for information about adding new activities to the plan.
To rename the selected plan click the Rename
link above the drop-down list box. The Rename
[plan type] plan: [plan name] window appears. Type a new name for
the plan and click OK.
To delete the selected plan click the Delete
link above the drop-down list box. The Delete
[plan type] plan: [plan name] window appears. Click Yes
to confirm the deletion. The plan and any activities within the plan are
deleted.
The Sort chronologically check box is selected by default, and is relevant for printing reports, working with activities in Today's business, and My schedule. If the check box is selected, the activities in the list will be sorted by date order (using the From column):
plan start date (Action plans tab)
listing date (Listing plans tab)
closing date (Closing plans tab)
If the check box is cleared, the activities in the list will be sorted according to parent activities in an action plan, followed by their dependent sub-activities, or children (using the Days column).
Use the action menu to manage the activities within a plan.
Click Close.
NOTE: When you modify a plan, the changes will not affect plans that have already been applied to contacts. If you need to make changes to a contact's follow-up actions you can do so from the contact record.
Action menu items: