How do I search for Moves Management Action Plans?

Overview 

You can use Create-A-List to search for specific Moves Management Action Plans based on various criteria. 

Step 1: Access Create-A-List 

1. Navigate to the Create-A-List feature in your system 

2. Look for the Moves Management Action Plans section 

Step 2: Expand the Moves Management section 

1. Click on the Moves Management Action Plans section to expand it 

2. You'll see various fields you can use for searching 

Step 3: Select your search criteria 

1. Choose the specific fields you want to search (such as plan status, ask amount, solicitor, etc.) 

2. Enter the values or conditions you're looking for 

Step 4: Run your search 

1. After setting all desired criteria, run the search 

2. Review the results list of matching Moves Management Action Plans 

What else do you need help with? 

• Understanding Moves Management Action Plan Search and Reporting 
• How do I use the Major Giving Portfolio to track action plans? 
• How do I use the Moves Management Report?