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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…
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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…
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Setting Up Launchpad for Frontline
Launchpad is a new landing page for customers using EverTrue's Frontline feature. The tool is intended to serve actionable insights to EverTrue gift officers,…
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Frontline: 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.…