Deactivating activity plan templates

You can deactivate any activity plan template in NexJ CRM.
To deactivate an activity plan template:
  1. Navigate to the Customize workspace.
  2. Click the Activity Plans tab.
  3. In the templates list, select the plan that you want to deactivate.
  4. Click the Edit button in the Details tab.
    The Edit Activity Plan Template dialog opens.
  5. Clear the Active check box.
  6. Click OK.
The template is now deactivated. Instances of this template cannot be created because it is not available under the Journal tab in the Contacts workspace.