create a process to assign a step | Ideas for Blackbaud CRM and BBIS

create a process to assign a step to multiple existing prospect plans

We are requesting a process to assign a step in bulk to multiple plans owned by different prospect managers. For example, 'follow-up with prospect after an event."

Guest
Oct 1 2015
Reviewed: Voting Open

Blackbaud CRM / Prospect

Organization Name (Please enter full organization name)	Wake Forest University
Reported Version	4.0

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Votes (9)

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Ineke Clewer commented

March 21, 2019 08:50

It seems odd that the process already exists for stewardship plans but not prospect plans - hopefully it wouldn't be too difficult to replicate for this?

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Guest commented

March 21, 2019 08:45

Absolutely! We have exactly the same problem here. It's a pain to have to open every prospect plan to add the same step, so time consuming!

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