Allow recurring steps on a prospect plan
We would like to be able to add recurring steps to a prospect plan, and not be limited to entering a step per year if there is a recurring initiative attached to a solicitation.
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Jun 29 2015
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Allow the warning on overdue prospect plan steps to be disabled
Allow the default status of a prospect plan step to be changeable
Allow contact reports to be deleted from a Prospect plan step without having to delete the step
Allow tab functionality for the Subcategory field on Interactions and Prospect Plan steps during creation
Allow change of how many days before warning on Prospect Plan Steps to fewer or more days as needed.
Adding Steps to Prospect Plans in Bulk
Allow screening plans to reference where the steps are the same
Do not allow steps to be added to historic plans
Add Plan Name to Pending Steps and Prospects & Plans