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Launchpad

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  • Getting Started with Launchpad

    Contents Understanding Launchpad and its Benefits Enabling Launchpad Frequently Asked Questions on Launchpad Accessing Launchpad Training Resources Understanding Launchpad and its Benefits Launchpad…
    • updated 6 mths ago
    • 107
    • Launchpad
  • All About: Launchpad Widgets

    Contents Customizing your Launchpad View Understanding your Launchpad View Navigating your Launchpad Widgets Interactions Proposals Proposal Count Total Giving Visits Who to Visit Visit Pipeline…
    • updated 6 mths ago
    • 187
    • Launchpad
  • Setting Up Launchpad for Relationship Management

    Contents Exploring your Launchpad Tab Viewing Launchpad as a Standard User Setting Launchpad Goals as an EverTrue Owner Launchpad is a new landing page for customers using EverTrue's Relationship…
    • updated 6 mths ago
    • 129
    • Launchpad
  • Relationship Management: Visit Meetings

    My Team uses data from both your files and EverTrue to generate the provided reports. The only configuration required for My Team at this time is to set your "Visit Interaction" types.…
    • updated 6 mths ago
    • 72
    • Launchpad
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