NOTE: You cannot make global changes to the activities in default action plans. Once you have applied a default action plan to several contacts, you cannot go back and make changes to the activities. For this reason, it is recommended that you create a personal copy of a default plan if you anticipate making changes to the plan after if has been applied.
From the Add auto
apply plan rule - select source and inquiry form page, select the
source(s) and inquiry form(s) that
you want the plan to be automatically applied to.
Select a source(s) and inquiry
form(s) that you want the plan to be automatically
applied to. Hold down the SHIFT
or CTRL keys
while clicking to select multiple items, or use the Select
all link.
Click the Add
link above either the Source or
Inquiry form grid to add a new
item to the corresponding grid. The Add
new source or Add inquiry form
pop-up window opens. Enter the name of the new item and click OK.
Highlight an item in either the Source
or Inquiry form grid and click
the Edit link to modify the item.
The Edit source or Edit
inquiry form pop-up window opens. Change the name of the selected
item, then click OK.
Highlight an item in either the Source
or Inquiry form grid and click
the Delete link to remove the
item. The Delete source or Delete inquiry form dialog box opens.
Click Yes to confirm the deletion.
The Add auto apply plan rule - select contact
type page is displayed. Select the contact type(s)
(Buyer, Seller)
that you want to apply the action plan to. Click Select
all if you want to apply the plan to both types. Click Next.
The Add
auto apply plan rule - select action plan page is displayed. Select
the plan(s) that you want to apply from the Available
plans box, then click Add
to move them into the Applied plans
box. Click Next.
The Add
auto apply plan rule - selection summary page is displayed. Review
the rules in the summary, then click Next
if you are satisfied with them. Click Previous
if you want to make any changes.
The Add auto apply plan rule - enter rule name page is displayed. If you want to enter more rules, click Enter next. Otherwise, click Finish.
NOTE: If the new rules overlap a pre-existing rule, the pre-existing rule may be split.