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All About: Proposals
What are Proposals in EverTrue? Proposals in EverTrue help fundraisers track and manage their solicitation efforts, from initial asks to expected and funded amounts.…
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Viewing Proposals in EverTrue
Once proposals are imported or written directly in EverTrue, they can be accessed in multiple locations throughout the platform. This guide provides an overview of where to find proposals,…
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Exporting Proposals
If you are an EverTrue Owner who is part of an organization that allows for writing proposals in-platform, you can export those proposals either manually or through scheduled exports.…