The Historical Prospect Plans Bulk Update List Builder provides users with a way to review and bulk update Prospect Plans.
In Atlas, navigate to Prospects > Mark Plans Historical In Bulk (in the Research Tools Cluster)
All active (not historical) prospect plans are listed.
Good to Know!
- This feature is only available for Affiliate Admins.
How Do I?
- Bulk update Prospect Plans based on a selection? Use the Historical Bulk Process Update Global Change.