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.

Apply Past Interactions to Prospect Plan

It would be great to be able to edit an interaction and tie it to a prospect plan after the fact - sort of like applying revenue to an opportunity. Right now, interactions created before or separate from the prospect plan have to either be left as-is or re-entered as steps in the prospect plan

  • Kate Burnite
  • Sep 23 2024
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