Adding Steps to Prospect Plans in Bulk

A user has asked if it is possible to add steps to a selection of prospect plans in bulk. For example, the Major Gifts team will be sending Christmas cards to a selection of prospects and want to add this as a step to their plans. Currently they do this individually but it would be better to mass add this.

I have looked and it seems possible to mass add steps to all stewardship plans using: Manage Stewardship Plans>Add Steps to Existing Plans Process, however, these are not stewardship plans and it would need to be a selection of prospects that receive the step.

  • Guest
  • Jan 20 2017
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) British Heart Foundation
Reported Version 4.0
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  • Kerry Acker commented
    October 16, 2017 20:27

    This could be helpful for our Planned Giving Stewardship group who are looking at prospect plans to help manage that group, but the example noted in this idea is not one we would consider Major Gift plan activity and would not want that appearing as substantive activity on the plan.