Live Training & Videos
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
Step 2: Click on Add Auto Plan
Step 3: Select a Plan and Apply.
Step 4: See the Plan running!
Note that you can now Pause or Remove a running plan in one click!
Click on the plan name to see the steps.
Plan steps will display all tasks, emails, and texts.