Adding Contacts and Leads to a SmartPlan

So we've got a Lead and we've built a SmartPlan, how do we tie the two together? I'm glad you asked. This quick video will show you how to add a Lead or a Contact to a SmartPlan manually one at a time through it's Contact Record. We'll also show you how to add Leads or Contacts to a SmartPlan in bulk through the Contacts home screen or via the SmartPlans applet.

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