Allow the default status of a prospect plan step to be changeable

Out of box, the default status of a prospect plan step is "Planned". My organization would like to change the default status to "Pending". Accordingly, we would like CRM to have functionality to allow us to change the default value.

  • Guest
  • Jan 18 2017
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Canadian Diabetes Association-National Office
Reported Version 4.0
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  • Guest commented
    1 Jul 05:30pm

    Habitat doesn't used planned at all and some of the plans are more than 10 steps so it is time consuming to change each one on every plan to pending.

  • Ryan Miller commented
    24 Jul, 2019 06:56pm

    We would like this field to be managed as a code table as other users have mentioned.

  • Guest commented
    9 Jul, 2018 07:57pm

    We would like this as well. Our Organization (unitversity of Illinois Foundation) does not use planned and would like have it default to pending or be able to control it via a code table value.