Add a Fundraiser Strategy field in the Prospect Management tile

My frontline fundraisers are currently entering their overall strategy for each of their prospects in the Notes section, using a custom "Fundraiser Strategy" note type I added for them. However, we believe it would make more sense to have a text field added in the Prospect Management tile for my fundraisers to document this information.

  • Kristen Spiker-Brenneman
  • Jan 7 2021
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