ADMIN: Attaching Agent Action Plans to Agents

ADMIN: Attaching Agent Action Plans to Agents


There are a couple of ways you can attach Agent Action Plans to your Agents. 


The first way is through your User Management Tab.

  1. When you are on your User Management Dashboard, select the Agent that you want to attach the Action Plan to. 
  2. Select the Actions Tab from the top of the screen.
  3. Locate the Action Plans gauge on the right hand side of the screen.
  4. Select the +Add button and select the Action Plan you would like to attach to this agent. This adds the action plan to that agent. 

To take an action plan off of an agent, simply select the Delete button next to the assigned action plan on the right hand side of the page.



The second way is to set the Action Plan as a default Action Plan on a per Office basis.
This way, anytime you enter a New Agent, the Action Plan will automatically attach itself for you to the agents being associated with that office.


  1. Select your Settings Icon in the upper right hand corner of ClientBAY.
  2. Select Office Locations under the Company section.
  3. Select the Office you are utilizing this Action Plan for.
  4. Select the Preferences tab at the top of the screen.
  5. Scroll down to the section called Default Action Plans.
  6. Click the spyglass for the New Agent Action Plan and it will bring up all of Agent Action Plans that have been created.
  7. Select the one that you want to be default. 
  8. Press Save
​

If you want to take that Action Plan off and no longer have it as a Default Action Plan for your Agents, select the X button next to the spyglass.

Be sure to press the Save button in the upper right hand corner of the page to save any changes.




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