Can we add a "prospect tab" to the work center.

I'd like to be able to see my progress on prospect status just like I can for my opportunities.

  • Guest
  • Sep 25 2020
Work Center
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  • Wanda Cockey commented
    October 21, 2020 14:40

    yes! It seems odd that I can easily see my "Opportunities" but my work starts with whether or not this person is first a "Prospect" and then build out opportunities for a gift, if there even is an opportunity

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