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All About: Lists
What are Lists? EverTrue’s Lists help you organize and collaborate. You can save groups of constituents for easy reference or work with teammates on fundraising projects For example,…
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Managing Lists
Lists help you organize key prospect segments, and managing them is easy! Below, we will walk you through how to organize lists into folders, filter lists to narrow your focus, edit list members,…
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List vs. Saved Search
You may be wondering...what is the difference between a list and a saved search in EverTrue? While they both store a set of constituents, one key difference sets them apart! List:…
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Collaborating on Lists
Working with teammates on lists is easy thanks to the ability to add list collaborators. When you add collaborators to a list, they can help manage constituents, invite other collaborators,…