October 2025

Watch the second webinar in our new Objective Keyplan Masterclass Webinar Series, where Jim Fretwell, our Global Development Manager, demonstrated Keyplan's consultee management features.

If you would like these consultee management features turned on in your instance, please reach out to Jim.Fretwell@objective.com

Timestamp:

03:57 - Create: Consultee Data Management

14:04 - Edit: Consultee Data Management

18:29 - Remove: Consultee Data Management

21:38 - Groups: Consultee Data Management

25:31 - Custom Views: Consultee Data Reporting

30:23 - Export: Consultee Data Reporting