Being able to create a list and have two separate columns in RE NXT Lists - one for Relationship Manager and one for Staff Solicitor

Being able to create a list and have two separate columns - one for Relationship Manager and one for Staff Solicitor. This would be helpful because if a Solicitor has 2 relationship statuses. I would like to pull a list that shows the number of prospects that are assigned to a fundraiser then segment it to show how many the fundraiser is Relationship Manager for and how many the fundraiser is Staff Solicitor for.

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  • Mar 28 2019
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