Edit Home Anniversary and Birthday SmartPlan Steps
Currently I can not add or change to this smart plan and I can not create my own smart plan that is driven by the home anniversary date on the client contact card. helppppppp
12
votes
Gale Kohler
shared this idea
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David Moffett
commented
This needs to happen. If someone wants to set up an email plan there is no way to add them to another plan unless you add them on the date you want to send it.