1. From the top menu, hover over 'Automation' & click on 'To-Do Plans'
2. Click on 'Samples', then 'Celebrating the Transaction'
4. You are now ready to add this to-do plan to an individual contact.
From any contact card, click 'To-Do List' followed by 'Select a To-Do Plan' and finally 'Celebrating the Transaction.'
5. You will be given the option to pick a start date for this plan. Click 'Ok'
6. The To-Do plan has been applied to your contact. You will now see all of the scheduled To-Dos for this contact.
If you need additional help:
Please contact your Support team:
We are happy to help :)
800-950-7325 Ex 3401