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