Creating a Strategize Plan

Create your first Strategize Plan by following the steps below

1. Click on Strategize in Navigation Panel on the left

2. Click on Get Started or "Current Plans"

3. Click on the Create Plan button at the top right-hand corner of the screen

Alternatively, you can also click on Create Plan from the Navigation Panel on the left.

You are now in the process of creating a Strategize Plan for your client.