Description
This is a tool to assign (either by list, or one-at-at-time) and flesh out all prospect-related data points. It takes care of migrating / end-dating current data points if needed, and allows for overrides to control what is added/updated. All updates are staged on a review tab before completing the process. The interface manages multiple concurrent list assignments separately, so you can be handling multiple fundraiser caseloads at one time.
Name
Customizations Unveiled: Uconn's Prospect Assignment Management Customization
Date & Time
Wednesday, June 5, 2024, 1:00 PM - 1:30 PM
Speakers
Day
June 5
Session Type
Demo
Solution
Blackbaud CRM
Competencies and Skills
Pro-code, Automation