# 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".**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FVbqgNtYQJWJ4lqIPPl1X%2FAuto%20Attach%20the%20Plan%20to%20Record%20new%201.png?alt=media&#x26;token=c1c77585-8b79-456a-beca-7b851d96d1c8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FGx3zJe760UGgcnZk8bxA%2FAuto%20Attach%20the%20Plan%20to%20Record%20new%203.png?alt=media&#x26;token=5503c9cd-794d-4558-86c4-8151d9dbbc81" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FYLa97dKU3FJJM35fJDkG%2FAuto%20attach%20plan%20to%20record.png?alt=media&#x26;token=e0de9c8d-147a-4681-9452-7573f88edf3c" alt=""><figcaption></figcaption></figure>

**Miscellaneous Features:**&#x20;

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FaKCkfJhnWQypVCejaUNa%2FCheck%20to%20complete%20action.png?alt=media&#x26;token=1b4ddcdd-3e4e-4138-84e2-a15c86d33dbc" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEy17DYB8zCnob5EsAoXW%2Fskip%20plan%20step%20action.png?alt=media&#x26;token=dc3f9d39-eaf1-450e-8258-725ad6b5ffc3" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FMF41SrabH7oh0MBroLyi%2FAuto%20attach%20plan%20to%20record%20-%20Copy.png?alt=media&#x26;token=f019a84c-95d4-4481-9a4c-538836d309f3" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FfwdmMQfkiw8dcV5ypYW9%2FFavorite.png?alt=media&#x26;token=966c6837-d011-42a2-8a74-a5a80e48d5ff" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: In the same way, you can unmark to remove favorite plan steps from the Important Items view.**
{% endhint %}

* 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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fcq0zMNtHfiPoZBf0KZtp%2Fdue%20date.png?alt=media&#x26;token=1219b950-e96e-4bae-968d-893f51fac458" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}