Manage plans

  • Updated on Oct 28, 2025
  • Published on Oct 8, 2025
  • 1 minute(s) read
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  1. Login to Fullcast.  

    Note

    By default, you will log in to the plan that you were last logged in to.

  2. Click Manage Plans.

  3. Find the plan you want to manage.

  4. Click the menu â‹® and complete the following options as needed:

  1. Click Edit.

  2. Configure the plan’s settings as needed.

  3. Click Next.

  4. In the confirmation window, type CONFIRM and click Confirm.

When you duplicate a plan, you clone all the aspects of the plan, from the plan settings to the specific modules of the plan.

Note

Policies are disabled for any new plans to ensure consistency in the data imported and exported with the CRM.

  1. Click Duplicate.

  2. In the Name field, type a unique name for the duplicate plan.

  3. In the Description field, type a brief explanation of the plan.

  4. Click Next.

  5. Configure and manage the plan as needed.

Permanently remove the plan and all its data from Fullcast.

  1. Click Delete.

  2. In the confirmation window, type DELETE and click Confirm.