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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…
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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…
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Collaborating on Lists
Adding Collaborators Adding list collaborators is a great way to share the ability to take action on lists, such as adding/removing other collaborators and/or constituents.…
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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…