ClientClick HelpEmail CampaignsManaging Action PlansAdding individual contacts to action plans - from My Book

Adding individual contacts to action plans - from My Book

Open “My Book” and select the contact you would like to add to an action plan

In the “summary” section of the contact window, click on the pencil icon in the “Action Plans” panel 

In the next window, choose a plan from the list of available action plans

Under the “Assign” column, click “Add” to add your contact to the plan