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Getting Started: Volunteer by EverTrue
Welcome to Volunteer by EverTrue! Your work as a volunteer is extremely valuable to your institution, so thank you for your time. EverTrue's Volunteer Platform was designed to help make your…
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Viewing Your Assignments
On the home screen of Volunteer for desktop, you'll see a list of your assigned prospects with the information you need to reach out effectively. On the far left side,…
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Logging Your Activity
Keep school staff and fellow volunteers in the loop by logging your outreach activity! Head to the Activity tab on a prospect profile and click on the blue +Add Note/Log Activity link in the top…
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Reviewing Prospect Profiles
For all of your assigned prospects, Volunteer by EverTrue will populate a full profile of contact information, career data, and giving history. When you click on the card of a prospect in one of your…
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Using Volunteer Stages
Volunteer stages are an easy way for you to keep track of your prospects and your progress in Volunteer by EverTrue! Stages are set by your institution and can be found in the prospect profile in…
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Volunteer Suggest an Update
With our Suggest an Update feature, your Volunteers have the ability to provide you with up-to-date information of constituents, which you can then take and use to update your records in your…