To add clients to an Action Plan first create a new group within the Contact List Manager or use an existing group by choosing Edit Record

Click on the Insert record button to create a new group or Edit Record button to edit an existing group.

In the Contacts List pop up, type the name of the new group you wish to create or choose from the drop-down list of existing groups.

In the list Name, type in a new field name for the new group.

Then choose the Action Plan you wish for that new or edited group.

See Processing Action Plans for an example of a new group and Action Plan.

Now choose from your Contact List the contacts you wish to add to an Action Plan by following the directions from Drag and Drop Contacts.

By dragging contacts into the new or edited group that you have assigned the Action Plan too, allows you to then process those actions in the Actions Plans, Processing Tab.

See Processing Action Plans.

The Processing Tab Has 3 buttons to choose from, shown in the below images.

1. Calculate Actions Due.  When clicked shows the Action Plans that are ready to process.

2. Select Items to Process. This button allows you to select all processes or Items to... Send via Email, Print on Printer or Schedule on Calendar.

3. Process Items. Depending on the setup options you chose for Action Plans, determines the actions, such as automatically send out Emails or print letters.

After you have selected the items to process they will be added to your calendar items as well as creating a Journal entry if you have chosen for that to happen in Setup Options. See journal entry

Also See Plan Management and Processing Action Plans.

For detailed information view the Video Console on Action Plans, the video demonstration gives step-by-step examples on Action Plans.