Applying Action Plans to Properties

To apply an action plan to a property open a Property Details Page.

Click the Apply Action Plan button, and all of your property action plans will be displayed.

Check all of the Action Plans you would like to apply to this property.

Applying Action Plans to Contacts

To apply an action plan to a contact open a Contact Details Page.

Click the Apply Action Plan button, and all of your contact action plans will be displayed.

Check all of the Action Plans you would like to apply to this contact.

Applying Action Plans to Users

To apply an action plan to a user go into Admin >> Users

Double Click on the user you are assinging an Action plan to. This will open a window containing user information.

Click the Apply Action Plan button,to display all of you user action plans.

Check all of the Action Plans you would like to apply to this user.