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.
|Organization Name (Please enter full organization name)||British Heart Foundation|