Add functionality allowing users to change the prospect on a prospect plan

My organization would like to have the ability to change the prospect used on an existing prospect plan. Currently, using out of box functionality, this is not possible and we would need to add a new prospect plan specifically for the other prospect. This is time consuming as it requires us to add all the steps, opportunities, etc. again. We think that having the ability to change the prospect on an existing prospect plan would be a great feature for CRM to have.

  • Guest
  • Oct 23 2018
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) American Heart Association National Center
Reported Version 4.0
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  • Lori Thompson commented
    08 Feb 13:52

    This is still an issue for us.  It would save us a lot of time and work to have this functionality.