How do I change the plan stage on a active prospect plan. For example the plan stage is listed as Cultivation and I would like to have it change to Solicitation.
The Plan stage is controlled by the last completed step on the prospect plan based on date completed. The most recent completed step will control what the Plan stage is set to. Pending steps will also update the Prospect plan's stage as well if there are no completed steps.
Steps to Duplicate
1. Navigate to prospect that has a active prospect plan 2. Check details under Plan stage