Transaction Plans
SmartPlans have been created as "people" plans... keeping in touch with our people. I'm currently trying to connect Opportunities-Checklists with SmartPlans to create a hybrid Transaction Plan, where tasks are performed, some automatically through SmartPlans and some tasks are manual and individually done by team members through the checklists. Currently, though, only checklist items are allowed to "time" them to be done Before/After a Smart Date. We need this ability in SmartPlans also so we can time the SmartPlans within our Opportunity Phases and Stages.
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Jeff Guykema
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