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All About: Portfolios
Note: Portfolios must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages,…
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Setting up Portfolios
If your institution is moving over to the new data model for Portfolios (from My Portfolio to Portfolios) or adding Portfolios into EverTrue for the first time,…
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Key Prospects in Portfolios
Managing priority prospects can be challenging for relationship managers like yourself, who need a way to identify and focus on the multiple assignments in your portfolio that are most important to…
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Portfolio Gift Notifications
Only available for institutions using our new Portfolios functionality, which requires a Portfolio Assignment file. If you have further questions or would like to enable this feature,…