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Cadences vs. Cadences 2.0: What’s the Difference?
This article is for users who want to understand what is new in Cadences 2.0, how the newer tools differ from the original Cadences (now known as Cadences 1.0), and where to start in the product.…
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Understanding Prospect Plans
Understanding Prospect Plans Summary A prospect plan is a multi-step outreach plan built for one specific constituent. It gives fundraisers a way to keep individualized strategy, progress,…
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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…
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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…