3/27/25: Updating Portfolio Stages Directly from Cadence Steps

You can now update a constituent's portfolio stage directly from their cadence steps, making it easier to keep their stage current without leaving your workflow!

To update a portfolio stage from a cadence step:  

1. Click the three-dot button next to the constituent's name  
2. Select Update Prospect Stage
3. Choose the appropriate portfolio stage and click Save

 Note: To take this action, the constituent must be assigned to you and in an existing portfolio stage. 

For more details, check out our Managing Your Cadences guide. If you have any questions about Cadences or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.  

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3/27/25: Taking Bulk Action on Cadence Steps

Managing multiple cadence steps just got easier with Bulk Step Actions! With this feature, you can update multiple steps at once, saving time keeping your workflow on track. Whether you need to adjust due dates, skip steps, or update completion statuses, bulk actions help you run your cadences more efficiently. 

Here's what you can do: 

• Mark as Complete
• Mark as Incomplete
• Update Due Date
• Skip Current Step
• Remove from Cadence
• Move to New Cadence
• Delete Tasks

For step-by-step guidance on taking action across multiple cadence steps, take a look at our Managing Your Cadences guide! If you have any questions about Cadences or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com. 

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3/11/25: Adding Tasks in Constituent Profiles on the EverTrue Android App

Signal's Constituent Tasks capabilities have expanded on the EverTrue Android app! You can now add and review tasks directly in constituent profiles on mobile. Just like on desktop, a Tasks tab containing tasks tied to the constituent can be found on all profiles. To add new tasks linked to the constituent, click the  button at the top-right of their profile, and select Add Task. 

Learn more about this feature in our article, Using Collaborative Tasks on Your Android App. If you have any questions about Collaborative Tasks or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com. 

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For any other questions reach out to EverTrue Support at genius@evertrue.com.