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Navigating Volunteer Stages
Stages are a great way to help your Volunteers keep track of their progress and sort through their prospects. To take advantage of the Volunteer stages, reach out to genius@evertrue.…
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Utilizing your Volunteers View
Within the Volunteer module in EverTrue, we have created a "Volunteer" view centered around volunteers and any bulk actions you might want to take - like sending invitations to join the platform.…
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Adding Prospect Amounts
Adding Suggested Ask Amounts to Prospects Every prospect within a pool can have a unique ask amount that displays to the assigned volunteer when viewing their prospect list.…
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Creating Joint Assignments
A helpful feature in the Volunteer Module is the ability to create Joint Assignments. Once a pool is created and prospects are added, you may link prospects to their spouses or partners.…
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Implementing Volunteer Self-Assignment
At the pool level, if you'd like to allow volunteers to self-select and assign their own prospects when given a set to choose from, you can easily do so in Pool Settings.…
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Managing Volunteer Gift Notifications
It is important for Volunteers to know exactly when their prospects have made a gift so that they can follow up with a Thank You and keep the conversation going.…
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Volunteer Committed Amount
Volunteer committed amounts allow your volunteers to track financial commitments made by their prospects. Committed amounts show in the form of a dollar value.…