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This action allows you to delete clients from the platform by transferring them en masse to

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the sales plan.

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To add clients

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to

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the sales plan

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:

  1. Open the "Audience" section.

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  1. Click "Mass Actions"

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  1. Select "Add to

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  1. Sales Plan" from the list of mass actions

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  1. .

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  1. Select the clients you want to add. You can use checkboxes for selection (only on 1 page within 30 subscribers) or click the "Select All" button.

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  1. Specify the "Sales Plan."

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  1. Select a sales manager

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Select a sales plan;

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Click on the “Add to sales plan” button.

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  1. .

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  1. Set the time for the mass action by specifying the date and time of execution.

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  1. Click "Add to Sales Plan."

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