Add the ability to query on the last completed prospect plan step

CRM provides the ability to query on the fields from prospect pan steps. At times it may become necessary to pull information on the last completed step. Having an out-of-box option that would allow user to query and export information for the first/last completed prospect plan step would be beneficial.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Prospect / Query
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  • Kristin Richardson commented
    22 Feb, 2019 02:53pm

    This is a critical need to measure portfolio penetration.

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  • Guest commented
    15 Dec, 2015 12:32pm

    I find that you can report on the date of either the last completed step, or the next pending step, but you cannot detail what that step entails without breaking the integirty of your Query....

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