How do I add a plan to a contact?

1.From your dashboard, click on Contacts on the left side navigation.

2. From the contact list view screen, click on the name of the contact you want to add or edit the plan information for.

3. Once in the contact detail view, click on Add a Plan in the center of the screen under the Plan Information Section.

4. From here you can enter of the details of your contact's plan. Be sure to hit the green Add Plan button at the bottom of the page when complete.