Adding multiple contacts to an action plan
There will be occasions where you will need to add multiple contacts to the same action plan, for example, if you've imported a group of new contacts. Follow these instructions to add multiple contacts to an action plan.
1. While in the Action Plan Manager, select your plan and in the “action Plan Details” window, click on “Manage Assigned contacts”
2. Click the “Add Contacts” button on the upper right hand corner
3. Select which type of contact under the “Record Type” drop-down menu.
A list of contacts will appear under the “Available” column.
4. Select multiple contacts using the “CTRL” key and left clicking on the name.
Use “SHIFT” and left click to select a number of contacts in sequence.
5. Use the double arrow button to move all selected contacts to the “Selected” section.
(Contacts will be removed from the “Available” list)