Before you start
- A plan should state what will be done, which information it uses and which steps require your confirmation.
Step by step
- 1
Describe the objective
In Sync, explain the final result and its limits. Include the lead group, period or area that should be considered.
Start by explaining the desired result and plan scope. - 2
Ask for a plan before execution
Say that you want to review the steps first. Sync organizes the work and marks the points that require approval.
- 3
Review every step
Check the source data, recipients, order and intended effect. Ask for changes if a step is incomplete or too broad.
- 4
Approve the plan
Use the presented confirmation when the plan is correct. Follow its status until the steps finish or need your attention.
If something does not work as expected
The plan includes more leads than intended.
Do not approve it. Reply with the exact filter and ask for a revised plan.
A step is blocked.
Open the step details and follow the displayed guidance. You may need to complete a connection or confirm information.