Meet Your Portfolio Engagement Dashboard

Your Portfolio Engagement dashboard shows which assigned prospects have or have not been contacted within a user-defined number of months. It also shows the subset of managed prospects who have never been contacted at all. Information is displayed according to prospect capacity, making it easy to prioritize prospects who need to be engaged. 

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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