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  1. Calendar and Contact Date-Based SmartPlans

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    in the backlog  ·  28 comments  ·  Command » SmartPlans  ·  Admin →
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    Joshua Cerda commented  · 

    I have unsuccessfully been trying to figure a work around for the smart plans created/managed by Keller Williams. Please either make the KW created smart plans editable (allowing us to create a copy that we can edit would be fine), or allow the creation of smart plans using dynamic date triggers like the Birthday and Home Anniversary plans already use.

    Joshua Cerda supported this idea  ·