Action Plans List View

Modified on Tue, 16 Jan 2024 at 12:33 PM


Here you can view all Action Plans or create your own 





COLUMNS


  • The Activities column will tell you how many activities are in the Action Plan template. 
  • The 'In Use' column will tell you how many contacts that Action Plan is currently in use for.(this area can be clicked into) 
  • The 'Finished' column will tell you how many contacts the Action Plan has been completed for.(this area can be clicked into)
  • The user will then find a created by, created date and status.


  • The Actions column is to the far right and you will see buttons that will allow to you to:
  • Duplicate the Action Plan template
  • Edit the Action Plan template
  • Delete the Action Plan template


Note: If you turn the status 'Off' this will stop  Action Plan/s currently running for any contacts.

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