How to add my customers to multiple plans and manage?

How to add my customers to multiple plans and manage?

Each Customer can be added to multiple Plans manually. 

The customers can be assigned to a plan either via CRM or via Digigold. 


To assign a Plan to a customer via CRM:

Go to CRM

Search for the Customer > Go to Digigold Option on The right 

Assign a Plan to the Customer and add other values.


To assign a Plan to a Customer via Digigold:

Go to Digigold 

Under Customers > Select the Customer > Assign a Plan

Add other details and Save.