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.

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  • Oct 23 2018
Organization Name (Please enter full organization name) American Heart Association National Center
Reported Version 4.0
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