Teams and SmartPlans
- Designate Agent Assignees for Team SmartPlan Steps (Enhanced/Unlimited)
- Add a SmartPlan to the Team SmartPlans Library (Enhanced/Unlimited)
- Create a Custom Team SmartPlan (Enhanced/Unlimited)
- Edit an Inactive Team SmartPlan (Enhanced/Unlimited)
- Add Leads/Contacts to Team SmartPlans (Teams)
- Edit an Active Team SmartPlan (Enhanced/Unlimited)
- Remove Leads/Contacts from a Team SmartPlan (Teams)
- How do Team SmartPlans work if there is a contact on a SmartPlan with no contact assignee?