Add to sales plan

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UA	US	RU

UA	US	RU

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

To add clients to the sales plan:

1. Open the "Audience" section.

2. Click "Mass Actions"

3. Select "Add to Sales Plan" from the list of mass actions.

4. 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.

5. Specify the "Sales Plan."

6. Select a sales manager.

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

8. Click "Add to Sales Plan."