Create a Prospect Plan Step Update Batch similar to the Stewardship Plan Step Update Batch

My organization would like to be able to update existing prospect plan steps via batch import, just like you can for stewardship plan steps, using the Stewardship Plan Step Update batch type. Prospect plans are used by almost every organization, more heavily than Stewardship plans, so we think this would be a great feature for CRM to have.

  • Guest
  • May 21 2018
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Inst. for Cancer Research d/b/a The Research Inst of Fox Chase Cancer Center
Reported Version 4.0
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  • Joel Fechter commented
    1 Jul, 2019 01:50pm

    This would be an excellent addition.  Thanks.

  • Lee Arnason commented
    25 Jun, 2019 01:22pm

    Agree - this would be a great option.  At this time we are not using Stewardship Plans but could in the future.  Prospect plans, however, are used a great deal.  Hope this one will happen soon. thanks!

  • Stephanie Boyce commented
    8 Jun, 2018 01:51pm

    Our organization would benefit from this greatly as well.