Adding your first contact or lead to an action plan
1. Open the Action Plan Manager
2. Select the plan from the list of available plans
3. Click on “Manage Assigned contacts”
4. Select “Add contacts”
5. Under “Record type” use the drop-down menu to choose which type of contacts to list
6. You can also search for a specific contact; enter the name of the contact and click “search”
7. In the left column, select from the Available contacts
8. Use the arrow buttons to add them to “Selected List”.
9. You can use the double arrows to select all, or one at a time with the single arrows
10. Save to add contacts