Top Producer^® X CRM: Applying a Task Plan

Quickly add a series of tasks to a contact or transaction by applying a task plan. See Creating a Task Plan for information on setting up task plans.

Applying to a Contact

1. In the Tasks tab of a contact record, click Apply Plan.

   

2. Search for the desired plan and click on the plan name.

   

3. Click Apply Plan.

   

Congratulations, the tasks have been applied and can be viewed under the contact’s Tasks tab and on the Tasks page.

Applying to a Transaction

1. In the Tasks tab of a transaction record, click Apply Plan.

   

2. Search for the desired plan and click on the plan name.

   

3. Click Apply Plan.

   

Congratulations, the tasks have been applied and can be viewed under the transaction’s Tasks tab and on the Tasks page.

Log in to apply task plans.