Have automatic prompts to review opportunities and prospect status when entering actions.

When fundraisers log actions on their constituents, these actions often also involve a change in status for the prospect overall, or a change in opportunity status.  It would be great if when actions were logged, there were two prompts that asked whether you would like to update opportunities on the record or whether you would like to update prospect status to help prompt tracking of these important pieces of the work.

  • Brenna Sonke
  • Oct 4 2019
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