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  1. Edit Home Anniversary and Birthday SmartPlan Steps

    13 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson supported this idea  · 

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

    65 votes

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    under review  ·  21 comments  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson supported this idea  · 
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    Megan Jackson commented  · 

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

  3. Date-Based Smartplans

    137 votes

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    in the backlog  ·  51 comments  ·  Command » SmartPlans  ·  Admin →
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    Megan Jackson supported this idea  ·