Conversation Sequence - Assign a Plan to a Lead

Conversation Sequence - Assign a Plan to a Lead

Prerequisites:


  1. Hower on Engage CRM and select Leads.
  2. Find a lead to assign an Action Plan.
  3. Click on the lead€™s name to open the Lead Detail page.
  4. Locate the +Action Plan button in the Action Plan section on the right side.
  5. From the Select an Action Plan dropdown select the plan you would like to assign.
  6. Select the Primary User on whose behalf the plan will be sent.
  7. (optional) Click Change Selected Plan button if you wish to modify the plan for this lead.
  8. Click Assign to Lead Name.
  9. Plan has been assigned.

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