Manually Apply Auto Plans

Auto Plans were designed to begin automatically based on criteria. However, there are times that you may want to manually apply a plan as well.

To manually apply an Auto Plan, open any contact record. 

Step 1: Find the Auto Plans section

 

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Step 2: Click on Add Auto Plan

 

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Step 3: Select a Plan and Apply. 

 

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Step 4: See the Plan running! 

 

Note that you can now Pause or Remove a running plan in one click! 

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Options:

 

Click on the plan name to see the steps.

 

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Plan steps will display all tasks, emails, and texts.

 

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