Stewardship Plan Page

The Stewardship Plan page tracks your organization’s stewardship activity related to the constituent and provides information to help the plan’s stewards make interactions personal and meaningful. For constituents who have a stewardship plan, select Stewardship plans under More information on the constituent record to access the Stewardship Plan page. All of the stewardship plans for the constituent are displayed. You can go to an individual stewardship plan to view more details about the plan, including plan steps. You can also add and delete stewardship plans from the constituent.