Tip! If changes are made, a new management plan will automatically generate overnight.

From within the lead module, Click "Export Plan as PDF"

Choose to include the detailed lists or not.

Your plan is now generating, indicated by the spinner on screen

When the plan is finished generating, the spinner icon will update. Click on the new icon to access the generated plan.

On the Building dashboard, the latest plan will now be shown.

Bmis

This guide offers a straightforward process for creating a Lead Management Plan, making it easy to generate and access a detailed report.