Relationship Management
As a development officer, manage your portfolio, trips, and more within EverTrue.
- Relationship Management: Portfolios Overview
- Key Prospects
- Trips & Meetings
- Trips & Meetings: Create a Trip
- Trips & Meetings on Mobile
- View Trip Map
- Collaborate on Trips
- Interaction Viewing and Filtering
- Writing Interactions & Contact Reports (Web)
- Writing Interactions & Contact Reports (Mobile)
- Trips & Meetings Mobile: Dictating Interactions
- Suggest an Update in Trips & Meetings (Web)
- Your Trip Log
- Email Trip Itinerary
- Trips & Meetings: Calendar Sync
- Proposals
- Portfolio Gift Notifications
- Setting Up Launchpad for Relationship Management
- Trips & Meetings: Create a Meeting
- Launchpad Widgets