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All About: Portfolios
Note: Portfolios must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages,…
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Key Prospects in Portfolios
Managing priority prospects can be challenging for relationship managers like yourself, who need a way to identify and focus on the multiple assignments in your portfolio that are most important to…
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Volunteer Management Admin Guide (Chapter 2): Organizing Your Program
Chapter 2: Organizing Your Program All right, let’s go... The biggest step is choosing to begin a volunteer program in the first place. If you’re reading this, you’re already there.…
