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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.…