Create and manage plans

Plans in Settings → Plans are the offers or packages your team assigns to contacts.

Review the Plans page

Column	What it controls
Plan Name	The offer name shown when a teammate selects a plan for a contact
Amount	The whole-number amount displayed with the plan and used with the contact's recorded revenue

Only teammates authorized by your organization should change this catalog because the values are used in contact and report workflows.

Add a plan

1. Open Settings → Plans.
2. Select Add Plan.
3. Enter a plan name between 2 and 25 characters.
4. Enter a whole-number amount of at least 1.
5. Select Save.

Use a distinct customer-facing name. The amount field is displayed with a dollar sign in the interface.

Edit a plan

1. Open the row action menu.
2. Select Edit Plan.
3. Change the name or amount.
4. Select Save.

Winly stores a copy of the plan on a contact when the plan is selected. Editing the catalog entry changes future selections, but it does not update the copy already stored on existing contacts.

Delete a plan

Open the row action menu, select Delete Plan, review the name and amount in the confirmation, and select Delete.

Deleting a plan removes it from future selection. It does not remove or rewrite copies already assigned to contacts. Review existing records before recreating a plan under a different name.

Understand how plans connect to contacts

When a teammate applies the Closed Won tag in the contact details panel, Winly opens the plan selector. The tag/plan is not applied if the teammate closes that prompt without choosing a plan.

The selected plan appears in the contact's profile and contributes its stored amount to revenue reporting. See Assign a plan and Review the Reports dashboard.