How to Assign Action Plans

To assign an Action Plan to an existing lead/contact:

1. Open the contact’s profile page.

2. Click the ‘plus’ icon in the Action Plans box (on the right side of the profile page).

3. Select the Action Plan and click “Activate Plan.”

 

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To set an Action Plan to automatically assign to new leads from your lead sources 

  • Admins can set Action Plan auto-assignment rules on the Lead Flow page by following these steps: Lead Flow
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