ClientClick HelpEmail CampaignsManaging Action PlansCreation of Calendar events based on action plan

Creation of Calendar events based on action plan

While in the Action Plan  Manager, select your plan and in the “action Plan Details” window, click on “Manage Assigned contacts” 

Under the “Action Plan Contacts” window, find your contact and click on their name 

The Action Plans task window will open.  

The “Day” column will indicate how many days from the addition of the contact to the plan that you should complete the assigned task. 


Open the “Calendar” on the upper navigation bar to see upcoming tasks assigned to you through the Action Plans Manager.  

Through the Calendar, you have the option to complete, edit or delete the task.