Add New Conservation Plans
This tool will allow you to add new conservation plans to your customer folder. By clicking on the button above, the Add New Conservation Plans wizard will show up, as seen in the screenshot below:
In this window you'll be able to enter the new conservation plan name, and additional notes you'd like to enter. Once you're done, click on "Next" to go on.
In the final step, you'll be able to review the information you gave for your new conservation plan. If you need to do any modifications, click on "Back" to go back to the first window and modify the plan name or notes. If you want to create this plan as it is, click on "Finish". If you want to cancel the creation altogether, click on "Cancel"