Moves management / Portfolio management
Claudia Estrella
Native ability to track donor life cycle stage and automatically move to next stage based on preset triggers
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Kevin Replinger
Merged in a post:
Moves Management feature for prospecting stages
John
I am looking for a Moves Management feature that allows me to track the different stages of prospecting. This would help in managing and cultivating prospects more effectively, especially as we aim to diversify our funding sources and engage with a large number of prospects.