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  1. Calendar and Contact Date-Based SmartPlans

    44 votes

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    in the backlog  ·  28 comments  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson supported this idea  · 

  2. Edit Home Anniversary and Birthday SmartPlan Steps

    9 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson supported this idea  · 

  3. allow custom smart plan to use birthday information from a Contact’s details

    9 votes

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    under review  ·  0 comments  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson supported this idea  · 

  4. Date Based Smartplans

    31 votes

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    under review  ·  11 comments  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson supported this idea  · 

  5. Birthday smartplan

    11 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson commented  · 

    This would be an amazing smartplan. I have several agents asking for it

    Megan Jackson supported this idea  ·