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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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All About: Launchpad Widgets
Launchpad is your user dashboard where you can see how you are progressing towards goals set by your supervisor. The dashboard displays widgets that aid in the tracking process.…
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Setting Up Launchpad for Frontline
Launchpad is a new landing page for customers using EverTrue's Frontline feature. The tool is intended to serve actionable insights to EverTrue gift officers,…
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Getting Started with Launchpad
Understanding Launchpad and its Benefits Launchpad is a landing page and metrics tracker in EverTrue intended to provide you and your teams with a space for viewing and tracking your work goals,…
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Setting up Portfolios
If your institution is moving over to the new data model for Portfolios (from My Portfolio to Portfolios) or adding Portfolios into EverTrue for the first time,…
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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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Portfolio Gift Notifications
Only available for institutions using our new Portfolios functionality, which requires a Portfolio Assignment file. If you have further questions or would like to enable this feature,…
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Frontline Playbook (Chapter 3): Making the Most of Portfolios
“My Portfolio” is your home base for Frontline. Here are tips for managing your prospects and ensure you’re moving them through proposal stages, quickly and efficiently.…
