Edit Plan Details

From the prospect plan, you can edit the plan name, and change any site or plan type information associated with the plan.

The site information is useful for organizations working out of more than one office. Site designations help track which office is responsible for specific tasks.

Note: You create site options in Administration. For more information, see the Administration Guide.

To access the Edit prospect plan details screen and make these changes, from the prospect plan, select Edit plan details in the Tasks frame.