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Relationship Management Playbook

Use this resource for maximizing the relationship management features in EverTrue

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Relationship Management Playbook (Chapter 1): Checklist
We’re A Road Warrior’s BFF People don’t become gift officers because they enjoy planning trips with spreadsheets, sifting through dozens of database screens to access prospect information,…
- updated 6 mths ago
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- Relationship Management Playbook

Relationship Management Playbook (Chapter 2): Let's Build Some Saved Searches!
Start out by building saved searches. These are dynamic searches that run constantly, delivering daily alerts and updates from your donors. Instead of waiting for weeks-old printouts,…
- updated 6 mths ago
- 66
- Relationship Management Playbook

Relationship Management Playbook (Chapter 3): Making the Most of Portfolios
“My Portfolio” is your home base for Relationship Management. Here are tips for managing your prospects and ensure you’re moving them through proposal stages, quickly and efficiently.…
- updated 6 mths ago
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- Relationship Management Playbook

Relationship Management Playbook: My Team
You used to have to pull complicated reports (or guess) when you wanted to know about individual gift officer performance. No more! My Team allows you to track your team’s interactions, meetings,…
- updated 6 mths ago
- 76
- Relationship Management Playbook

Use this resource for maximizing the relationship management features in EverTrue

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