How do you track your Individual Stewardship Plans?

Jennifer Quinn

Hi, we are looking to implement a new business process to track individual stewardship plans in CRM and have spoken to a few schools on their processes. We are finding that most schools are tracking stewardship plans as Prospect Plans over using the Stewardship Plans functionality. We, however, are leaning towards using Stewardship plans but would like to learn more about any gaps or issues people have come across using stewardship plans and stewardship plan templates.


Any guidance would be greatly appreciated - Thank you!
Jennifer_Quinn@Brown.edu

401-965-2948