We are looking to implement Plans for our Groups and Schools department. I've found an excellent conference presentation from TLCC2015 but wondered if there were other orgs that are using Plans for group and school sales and what you've used for your status/type/source/step types.
Thanks for any insights you can provide us as we move forward into this new territory!
Michele
Hoping that this might have more responses now that orgs have been on 12 for a little while? Our Group Sales Manager, Heather Martin would love to speak to you about what you are doing.
Thanks for any help!
Hi Michele -
Just saw your post. We've recently started using plans for group sales. We started a few months ago. If Heather has any questions, she's welcome to reach out to me! I'll also be at the conference if you/she will, too.
Jenny Graf Carvo
jagraf@umich.edu