ClientClick HelpEmail CampaignsManaging Action PlansAction Plan activities from Contact Record

Action Plan activities from Contact Record

Select your contact under “My Book” and open their contact information window.

In the “Summary” tab (first page), you will see upcoming activities under “Scheduled Activities”

You have the option to complete, edit, or delete the activity here 

“Edit” to change or add notes, or to reschedule the activity