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Add Plan Name to Pending Steps and Prospects & Plans
Add Plan Name as a new column on Pending Steps and Prospect & Plans tabs. Corporations often have multiple plans and it is difficult to identify which is which currently.
Guest
Jun 29 2015
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Blackbaud CRM
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Prospect
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David Wanless commented
March 29, 2019 00:13
Completely agree. Please also add Lookup ID.
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Completely agree. Please also add Lookup ID.