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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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:
Open the "Audience" section.
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Click "Mass Actions"
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Select "Add to
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Sales Plan" from the list of mass actions
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.
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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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Specify the "Sales Plan."
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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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.
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Set the time for the mass action by specifying the date and time of execution.
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Click "Add to Sales Plan."
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