When you complete a task on a contact whose MPD phase is above the Decision Line, TntMPD will automatically ask if you want to change the MPD Phase. The suggested new phase varies depending on what their current Phase is.
Read More > MPD Phase
Remember, you can always change the MPD Phase manually at any time on the MPD Tab.
Read More > MPD Tab
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Does not change the MPD Phase.
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Does not change the MPD Phase.
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Change the Contact's MPD Phase to the selected MPD Phase.
Note: Although you may want to auto-change an MPD Phase to PARTNER-Financial, TntMPD will not let you do it automatically because TntMPD requires you to manually add a pledge amount and frequency before changing the MPD Phase.
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Does not change the MPD Phase.
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