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Frontline Playbook (Chapter 1): Checklist
We’re A Road Warrior’s BFF People don’t become gift officers because they enjoy planning trips with spreadsheets, sifting through dozens of database screens to access prospect information,…
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Frontline Playbook (Chapter 2): Let's Build Some Saved Searches!
Start out by building saved searches. These are dynamic searches that run constantly, delivering daily alerts and updates from your donors. Instead of waiting for weeks-old printouts,…
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Frontline Playbook (Chapter 3): Making the Most of Portfolios
“My Portfolio” is your home base for Frontline. Here are tips for managing your prospects and ensure you’re moving them through proposal stages, quickly and efficiently.…
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Frontline Management Playbook: My Team
You used to have to pull complicated reports (or guess) when you wanted to know about individual gift officer performance. No more! My Team allows you to track your team’s interactions, meetings,…
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