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Question

Duedate for SuccessPlan Objective

  • March 7, 2023
  • 0 replies
  • 22 views

When creating new objectives in Success Plans, it defaults to "today's date".  Can we change this to default to 90 days out or leave blank and force user to choose a date?  This is easily overlooked and causing overdue CTAs when folks forget to change that when creating new objectives/CTAs.