Add to sales plan
UA | US | RU |
|---|
1. Introduction
Definition
"Add to Sales Plan" is a mass action in the "Audience" section that allows a B2B operator to bulk-include a selected segment of subscribers into a specific Sales Plan — a working list of leads the manager intends to process manually (call, manual message, task). It is a tool of the Convert stage that overlaps with the Manage stage: the segment is prepared for targeted manual processing, after which a deal is expected.
The action runs on top of the "Audience" table and relies on the Filter Panel (segmentation) and the Sales Plans module inside the CRM section. It reads the selected subscribers, adds them to the chosen sales plan, assigns a responsible manager, and records the execution time. From there, the sales plan works as a task queue for the manager: every client goes through a call, conversation, or meeting, and their status moves through the plan funnel.
The B2B operator (head of sales, marketer, administrator) filters the base in "Audience", opens the mass actions menu, selects "Add to Sales Plan", and specifies the plan, the responsible manager, and the launch moment. This saves hours: instead of manually adding 200 leads one by one — a single click for the whole segment.
The B2C client never sees this interface directly, but it is exactly after this action that targeted manager work begins for them: a call, a personalized message, a custom offer. Segmentation accuracy and the manager selection directly impact conversion and customer experience.
The Client's Card stores: the fact of being added to a sales plan, the plan ID, the responsible manager, the assignment date, and the client's current status inside the plan. These data are read by the CRM, Chats, Tasks, and Analytics modules.
After reading this, you will understand:
what the "Add to Sales Plan" mass action is and what problem it solves in the manager's workflow;
how it relates to the customer lifecycle stages (Convert and Manage);
how to add a subscriber segment to a Sales Plan step by step from the "Audience" section;
what data is written to the subscriber's Client's Card in the process;
which adjacent tools to use together: Sales Plans, CRM, Client's Card.
Purpose
The main role of the "Add to Sales Plan" mass action is to instantly move the selected audience segment into targeted processing by the sales team. Instead of manually assigning leads to the plan one by one, the manager pushes hundreds of subscribers into work with one click, distributing them across owners and locking in the start moment.
Convert is the primary stage on which this action operates. A segment of warmed-up leads lands in the Sales Plan and moves out of mass automation (tunnels, campaigns) into the manager's targeted manual work: a call, a tailored offer, objection handling, deal closing. The job-to-be-done — turn subscriber interest into payment through a personal touch.
Manage is an adjacent stage: the head of sales segments the base by tags, sources, and statuses, then distributes the right groups of leads among managers through sales plans. The job-to-be-done — maintain a controlled workload distribution across the team and never lose leads between manual work and automation.
2. How to add to a sales plan
The mass action is launched from the "Audience" section. First, select the desired subscriber segment (via the Filter Panel or row checkboxes), then open the mass actions menu and choose "Add to Sales Plan". Then — step by step.
1. Open the "Audience" section.
2. Click "Mass Actions" on the right side of the table.
3. Select "Add to Sales Plan" from the list of mass actions.
4. Select the clients you want to add to the plan. Use checkboxes (within 30 subscribers per page only) or click "Select All" — the action will apply to the entire filtered segment.
5. Specify the "Sales Plan" the clients will be added to. The available plans are the ones created in the CRM → Sales Plans section.
6. Select the responsible sales manager — they are the one who will see these leads in their plan and start working with them.
7. Set the time for the mass action — the date and time when the system will actually add the segment to the plan. You can run it immediately or postpone it to the right moment (for example, the start of the manager's workday).
8. Click "Add to Sales Plan" — the operation is queued and will run at the specified time. The Client's Card of every subscriber will receive the responsible manager and the plan ID.
Tip: before launching, make sure the required sales plan already exists in CRM → Sales Plans and that the selected manager has permissions to work with that plan. If the plan does not exist — create it first, then run the mass action.
Related instructions
Instruction | Why read |
|---|---|
Overview of all 11 mass actions in the "Audience" section — where "Add to Sales Plan" is embedded as one of the operations. | |
The CRM module with its Sales Plans section: how plans are structured, client statuses inside a plan, and distribution between managers. | |
Client's Card — the central data spine of the platform, where the mass action writes the plan ID and the responsible manager. | |
The adjacent "Subscribe" mass action — for cases when the segment must first be warmed via a Sales Tunnel before the manager's targeted work. |
Key terms
Term | Explanation |
|---|---|
"Add to Sales Plan" (Bulk Action) | A mass action in the "Audience" section that, in a single operation, includes the selected subscriber segment into a chosen sales plan and assigns a responsible manager. |
Sales Plan | A list of clients inside the CRM module the manager works with in a targeted way (calls, messages, tasks) to convert them into paying customers. The client moves through the plan by status. |
Audience | The platform section containing the full subscriber table and the Filter Panel; the launchpad for mass actions, including "Add to Sales Plan". |
Bulk Action | An operation applied to an entire subscriber segment in one step instead of editing each card individually. |
Segment | A group of subscribers selected via filter or manually, to which a mass action is applied. |
Sales manager | The responsible team member to whom the mass action hands the segment for targeted processing inside the Sales Plan. |
CRM | The platform module holding client statuses and sales plans; the destination where "Add to Sales Plan" sends the segment for the manager's follow-up work. |
Client's Card | The central subscriber profile where the mass action records the sales plan ID, the responsible manager, and the assignment date. |
Filter Panel | The cross-platform segmentation component used by the operator to isolate the right subscriber group before running a mass action. |