Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Ability to assign an existing interaction to a prospect plan

I would like the ability to edit an existing interaction and link/assign it as a step in an existing prospect plan.  There is no way to link an interaction to a plan unless it originates as a step in the plan. 

  • Laura Bull
  • May 23 2017
  • Reviewed
Constituent Records
  • Attach files
  • Lauren Chesis commented
    August 06, 2020 02:23

    Agreed. I have spent a stupid amount of time copying and pasting interaction details into prospect plan steps.

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