Relationship Management by EverTrue: What’s new and what’s next

Relationship Management Webinar Thumb

Webinar Recap

We went live on Wednesday, June 10 to show off off the latest additions to Relationship Management. We demonstrated the new and upgraded features that help gift officers work twice as fast for twice the results.

We covered:

  • Launchpad — This is a gift officer’s new best friend. Smart insights and metrics guide meaningful activity and keep fundraisers on target.
  • Portfolios — Fundraisers can track and update prospect stages, create and edit proposals, stay connected with key prospects, and more.
  • Custom Teams & Stages — Organize unlimited groups of fundraisers, track team goals, and customize stages for each department or type of gift officer.
  • And more…

Watch the full recording below!

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