Andar/360 plans is a project management tool all users have access to. A plan is a group of things to do (tasks) that are required to reach a desired goal.
For example, an Employee Campaign Plan might consist of procedural steps (tasks) that are used to solicit donors within a workplace: Introductory email, CEO Call, ECC meeting, Employee Rally, Thank You Rally, and ECC turning in Pledges. These tasks are often performed by different individuals and on different days. All of the tasks are attached to one account - keeping straight where in the process you currently are with one particular account.
Contact Eric to learn more and to find out how we can help you create plans.