Make your own Action Plan - using Clone and from scratch
Create a New Action Plan
1. Click on “Add new Action” plan in the “Action Plan Manager”
2. In the “Clone Action Plans” window, add a name and description.
Note: “Name” and “Description” fields are mandatory
3. Select a plan type from the drop-down window
4. Click “Create” to create the new action plan
You will find the new action plan in the Action Plan Manager marked as “Custom” under the “Plan” column (first column)
Clone An Existing Plan
1. Open your “Action Plan Manager” and select a plan that you would like to clone
2. Select “Clone” at the right end of the row
3. In the “Clone Action Plans” window, rename your action plan and add a description
4. Choose a plan type from the drop down menu
Note: “Name” and “Description” fields are mandatory
Under your Action Plan Manager, you will now see that your plan is marked as “Custom” under the “Plan” column (first column)
Add A Task To The New Plan
5. Open the new plan
6. In the “Action Plan Details” window, click “Edit Action Plan Tasks”
7. To add tasks, click on the “Add” button on the lower left corner
Add Action Items
Day - the task will be scheduled for the number of days from when the contact was added to the action plan
Title - give the task a unique name
Note - a note or description for this task
Type - the type of task
“Is Blocking Event” - If this is selected, no further tasks could be continued unless this task is completed first