Creating a New (Personal) Plan

Top Producer 8i comes with a wide variety of default plans to guide you through common long or short-term follow-up processes. You can also choose to create your own plan from scratch (as explained below) or create personal copies of the default plans.

To create a new plan:

1. Open the Plans Manager screen. How?

   • From the Main Menu bar, go to Calendar > Plans Manager.

2. Click the Create Plan action link located in the bottom left corner of the screen.

3. Give your new plan a descriptive Name.

   Tip: The default sort order for the Plans Manager screen is numerical (lowest to highest) then alphabetical (A to Z), so if you give your personal plans names starting with "0 -", for example, they always appear at the top of the list when you access your Plans Manager screen.

4. Choose a plan Type. Choose carefully, since you will not be able to alter the plan type after you have created it.

5. Enter a plan Description. This description appears in the Plans Manager, and helps when deciding which plan you want to apply.

   Note: You can add plan descriptions for Action, Listing and Closing Plans. You cannot add descriptions for Service Report Plans.

6. Click:

   • Save & View Plan to continue working with this plan. Proceed to step 7.

   • Save & Close to save the plan and return to the Plans Manager.

7. You can now add items into your plan:

   • If you created an Action, Listing, or Closing plan, activities can be added to the plan.

   • If you create a Listing Services Report or Closing Services Report plan, (service) reports can be added to the plan.