View "Recently Unassigned" Prospects in Work Center

In Work Center, you can view "Newly Assigned" prospects in the Portfolio tile, but there is no way for gift officers to see who was recently removed from their portfolio. Adding this feature/tag, would help managers, gift officers and relationship management staff because it would ensure that:

  • GOs know when their request to drop has been completed or when transfer between gift officers has been made.
  • Managers better understand how many prospects are being dropped by gift officers at any one time.
  • Relationship management staff can work more within the system rather than keeping track of separate email chains about prospect drops or transitions to other GOs.
  • Sara Groh
  • Oct 29 2019
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