How can I follow multiple plans at once?
In the Advanced Search, apply any filters or criteria and click Search to generate the results. Select any plans you'd like to follow by clicking the white squares to the left of the plan names. Click on the '+' button, which only appears after a search has been generated. This action will allow you to follow all plans while assigning a lead status such as 'client', 'warm lead', 'closed lost', etc.