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Teams and SmartPlans

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  • Designate Agent Assignees for Team SmartPlan Steps (Enhanced/Unlimited)
  • Add a SmartPlan to the Team SmartPlans Library (Enhanced/Unlimited)
  • Create a Team SmartPlan (Unlimited/Enhanced)
  • Edit an Inactive Team SmartPlan (Unlimited)
  • Add Leads/Contacts to Team SmartPlans (Teams)
  • Edit an Active Team SmartPlan (Unlimited)
  • Remove or Unsubscribe Leads/Contacts from a Team SmartPlan (Teams)
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