Manage Plan Outlines

Plans detail how you intend to win a donation from a prospect. They include objectives, stages, dates, and steps you intend to take, such as meetings and phone calls. When you create a plan outline, your Prospects users can assign the outlines to plans they create on the prospect record. For example, if you have very specific steps you want taken for any planned gift prospect, you can create a “Planned Gift” plan outline. Then, when one of your fundraisers adds a planned gift plan to a prospect record, they can point to the outline. The steps defined in the outline then default into the prospect plan.

You can delete any outlines that you no longer want available to your Prospects users. Once an outline is deleted, it cannot be assigned to any new plans. It remains, however, on any plans to which it was assigned before being deleted.