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How to create and edit mutual action plans?
How to create and edit mutual action plans?
Yasin Berkay avatar
Written by Yasin Berkay
Updated over a week ago

Interactive plans are indispensable for a sales process, so it is very important to use them in all your spaces.

Once inside your Space, make sure you are in the edit tab.

At the top of your Space, just below the banner, you'll see the Next Steps heading. You can add the Interactive plan to your space using the "Start Now" or "See all next steps" button.

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