This screen allows you to create rules that automatically apply plans to incoming leads, and apply different types of plans to different types of leads.
Topics related to this screen
HOW TO FIND THIS SCREEN
FEATURE
ROUTE
Plans
From the Plans Manager screen, click the Auto Apply Rules For Leads link.
TOPICS RELATED TO THIS SCREEN
ACTIVITY
Calendar
Working with Plans
Auto Apply Plan Rules
Setting Up Auto Apply Plan Rules
Viewing, Editing and Deleting Auto Apply Plan Rules