Below are needed before Engagement Plan can be successful:
Brainstorm Plan
Outline Tasks
Choose Timeline
Create Engagement Plan Template
Add Engagement Plan to record
New Email Templates
Make sure the Lightning Email Templates. Folders and Enhanced Sharing is enables, this will let users create, edit, and delete nested email template folders, and share their folders and templates.
New Campaigns:
Modify the Record Type Settings to remove Volunteer Campaign as the default and when you want to create new record for Campaign, you can choose from available record types.
Want to print your doc? This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
