To add a marketing plan, simply highlight the plan on the left and click the right arrow ">" button to move it to the active list.

To remove a client from a marketing plan, just highlight the plan on the right and click the left arrow "<" to move it back to the inactive side.

If you've entered any birthdays or anniversary dates for the client or their family members, the software will automatically add some date-specific plans to the client's list of available plans. For example, the client pictured above has family members named "Meredeth" and "Peter" and their birthdays have been store in the software. As a result, the software automatically created marketing plans for "Meredeth's Birthday" and "Peter's Birthday." Peter's plan has been selected, while Meredeth's has not. Calls are automatically generated for these plans according to the settings in Company (Studio) Preferences > Marketing. See also: Company (Studio) Preferences - Marketing

Save the client record when finished.