Also intuitive smart plans for things like holidays that know where to start in a plan. AOK if it's a choice to be made when the smartplan is applied to a contact, but if I have a plan for quarterly handwritten notes and the instructions to agent are regarding holiday wishes to the client, and the client is added mid year, it would be useful to be able to start them on Q3 or Q4 activity instead of starting at the beginning and having to manually toggle them from there.
Barbara Best
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Also intuitive smart plans for things like holidays that know where to start in a plan. AOK if it's a choice to be made when the smartplan is applied to a contact, but if I have a plan for quarterly handwritten notes and the instructions to agent are regarding holiday wishes to the client, and the client is added mid year, it would be useful to be able to start them on Q3 or Q4 activity instead of starting at the beginning and having to manually toggle them from there.