Activating a Plan

To make a Draft plan available to customers, activate it:

  1. On the Plans tab, click the name of the plan you want to activate.
  2. Click Edit Plan.
  3. Select Active from the Status drop-down list.
  4. Click Save or Save Plan.
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Related Concepts

Plans

Enhanced Plans Overview

Related Tasks

Creating a Plan

Deleting Plans

Editing a Plan

Creating a Contract from a Plan

Adding a Plan or Product to a Contract

Adding a Plan to an Opportunity

Reference

Plan Fields

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