Fundraising Workcenter > Overview > Portfolio

Under Portfolio, you can view key statistics for your assigned constituent relationships in only these three areas: Assigned, At-Risk, and Newly Assigned.  Please allow the user to customize this tile and add any of the tags. I would specifically like to see these options.. Lapsing, Lapsed, Lost, Higher Giving Potential, New Donor.

  • Therese Junker
  • Sep 29 2017
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