Viewing Contacts Applied to a Plan

From the Applied Contacts tab you can view all the contacts that have a particular plan applied. You can view the plan's progress for each contact, their unsubscribe status, and the plan's start/end dates. You can also remove a plan from a contact record and generate an Applied Contacts Report if desired.

Note: The Applied Contacts tab is only available for Action plans — not Listing, Closing or Service Report plans.

To view applied plans:

1. Open the Plans Manager screen. How?

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

2. Click the tab that contains the plan you want to view, and then click the plan name.

3. Click the Applied Contacts tab.

   Every contact that has this plan applied appears in the list. You can see plan details, such as the plan's progress in the Completed column, and the plan's Start Date and End Date. Example:

   

4. You can:

   • View a contact's record by clicking the contact's name.

   • Remove a plan from a contact by clicking the Remove Applied Plan icon. Click Yes when prompted to confirm.

   • View the next activity scheduled in a plan by clicking View Next Activity in the Completed column. This link does not appear if the plan has been completed.

   • Generate a report that shows all contacts that have the currently displayed plan applied by clicking Applied Contacts Report. For more information, see "Generating an Applied Contacts Report".