Action Plans List View

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.