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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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