-
Using EverTrue Comments
How to Take Advantage of Comments Collaborate with your colleagues through EverTrue Mention your research colleague to request additional information for an upcoming meeting Inform your colleague…
-
Logging Your Activity
Keep school staff and fellow volunteers in the loop by logging your outreach activity! Head to the Activity tab on a prospect profile and click on the blue +Add Note/Log Activity link in the top…
-
Collaborating on Lists
Working with teammates on lists is easy thanks to the ability to add list collaborators. When you add collaborators to a list, they can help manage constituents, invite other collaborators,…
-
Alumni Relations Playbook (Chapter 2): Building Great Saved Searches
Start Out Building Great Saved Searches Begin by building saved searches. These are dynamic searches that run constantly, delivering regular alerts and updates with new information from your alumni…