Creating Activity Plans...

 

 

1)   You've been given a list of the activity plans.  Create each one by going to the plan manager...

 

 

 

 

 

 

2)  ...and create a new plan by clicking on the "New Plan" button.

 

 

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3)  Make sure to use the drop down under the "Type" window, to label your new plan correctly.  All of these plans are either listing, or closing plans.

 

 

 

 

 

4)  Now just start adding the activities from the list that apply to your way of doing business, by clicking on the "Add Act" button.

 

 

 

If you have not already printed out and read the "Introduction", PLEASE do it now.  It will make creating these plans far easier, and they will make much mores sense.

 

 

Back to directions

 

 

Contact us - 215.345.5222




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