Interchange Interactions and Plan Steps Easily
Our development officers would love the flexibility of being able to convert an existing interaction to a plan step (and vice versa) when needed, without recreating it. This is especially key for database/CRM prospect management adoption - as they decide what they would like to be part of their plans versus what is just a general touch, it would be beneficial to be able to "move" these tasks around as they see fit. This is a huge drawback for us and an impediment to Plan adoption - many staff do not want to recreate anything that is currently an interaction.
Since they are basically the same on the back end, functionality for end-users to make the switch would be extremely helpful!