Imported as a separate, additional CSV file, proposal data will be a key piece of EverTrue for Gift Officers. With the power to quickly search and filter on your proposals, it is important to think about what data from your database will be the most useful.
Through proposals in EverTrue, Gift Officers will be able to hone in on solicitor data, stages, the amount being solicited and ask amounts:
Once inside a particular proposal, you can drill into the details and add interactions linked to that proposal.
Ready to import a proposals file? Click here is the field guide.