Meet Your Portfolio Contacts Dashboard

Your Portfolio Contacts dashboard is designed to show all managed prospects in a given portfolio arranged according to their giving capacity (top-down) and prospect stage duration. Each prospect's name is followed by a timeline representing the months during which the prospect has remained at their current stage. The timeline includes markers to indicate every time the prospect was contacted, the nature of that contact, and a summary of the contact. 

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.

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