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
Just offering a shameless plug here for the TLCC session on Plans for Education & Community Engagement – while we don’t have a presentation specifically covering Group Sales, you might find some other inspiration from the presenters.
Patrick Schley
Tessitura Network