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

    67 votes

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    under review  ·  22 comments  ·  Command » SmartPlans  ·  Admin →
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    Alex Smith commented  · 

    Create a smart plan that will automatically send out on every client's home anniversary.

    Alex Smith supported this idea  · 

  2. Edit Home Anniversary and Birthday SmartPlan Steps

    14 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Alex Smith supported this idea  · 

  3. Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)

    27 votes

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    under review  ·  7 comments  ·  Command » Opportunities  ·  Admin →
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    Alex Smith supported this idea  ·