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Releasing a Messaging Plan

You can only revise a messaging plan if its status is equal to either Approved or Released. When you create a new messaging plan, its status is In Progress. The messaging plan must go through the approval process. You must set the status to Submitted and associate a required category with the messaging plan so that approvers have access to the messaging plan.

The approver can then set the status of the messaging plan to either Approved or Rejected. If the status is Approved, then you can release the messaging plan by setting the status to Released and by associating the required category with the messaging plan to make it visible to the required sales representatives.

To release a messaging plan

1. Navigate to Messaging Plans > Messaging Plans view.
2. Select Submitted from the Status drop-down list to submit the messaging plan for approval.
3. Associate the category to make the messaging plan accessible to the approver.

   The approver approves the messaging plan by changing the status field to Approved.

Finally, the owner can release the messaging plan by setting the status to Released.