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Note: An archived plan can consist of active customers but it cannot be modified. It is advisable to not include active customers as part of an archived plan. |
Assigning a Published Plan
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To assign a published plan to a customer,
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8. Select the necessary customer from the Customer Name box, and click Assign. The plan is successfully assigned to a customer.
Migrating Customers to Published Plan
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To migrate customers to one published plan,
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