Auto-Attach the Plan to Record

Plans defined by the manager will automatically get attached to the records as per the matched criteria. And whenever a new record will be created in the chosen record type the set plan for it will automatically get connected to the newly created record.

Below is an example:

• Suppose the manager has created a plan for lead nurturing for the lead entity, where the criteria are set as lead source as "Web".

• Navigate to Sales Hub --> Go to Leads --> Create a New Lead with source as Web.

• So, whenever the lead is created with the lead source as “Web” then the lead nurturing plan will get attached to that lead record.

Miscellaneous Features:

• The action can be completed by clicking on the Checkbox.

• Users can be able to skip the plan step instead of performing it.

• The user can check the progress and number of completed steps count.

• Users can mark plan steps as favorites by clicking on the icon shown below. Once marked as favorites, users can see them in the Important Items View.

Note: In the same way, you can unmark to remove favorite plan steps from the Important Items view.

• Users can view the due date against each open-plan step. The due date can be changed as per the requirements. due date is the date on which the plan step is set to be performed.

For any queries, reach out to us at [email protected]