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
Blackbaud CRM / Prospect Plan
Organization Name (Please enter full organization name) American Heart Association National Center
Reported Version 4.0
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  • Guest commented
    March 07, 2022 17:55

    This would be very beneficial for the ELCA. We use prospect plans for estate gifts. When a spouse passes away, we would like an easy way to move the prospect plan to the living spouse's record.

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  • Lori Thompson commented
    February 08, 2019 13:52

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

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