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  1. SmartPlan Indicators Current, Past, & Unsubscribed

    12 votes

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    under review  ·  3 comments  ·  Command » SmartPlans  ·  Admin →
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    Kat Musto-Lewis supported this idea  · 
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    Kat Musto-Lewis commented  · 

    This is so important. I also use Monday.com for some light CRM functionality and one thing that I love about their SmartPlan feature is that it won't let me add a person to a Smartplan a 2nd time unless I give explicit instruction. So many times with computer glitches or tracking 1000s of people, you loose track of what has been sent to whom and this feature has saved my butt from looking like an idiot so many times.

  2. We need for merge tags for email & texts

    10 votes

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    under review  ·  1 comment  ·  Command » SmartPlans  ·  Admin →
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    Kat Musto-Lewis supported this idea  ·