Create new tags: Overtime in Prospect Status and Opportunity Status Overtime

By creating these new tags, fundraisers would be able to quickly export a list from their work centers of prospects or prospects with opportunities that need to be evaluated due to being over the specified length of time in a specific prospect status or opportunity status.

This would be extremely helpful to fundraisers as this information is critical in decision-making throughout the moves management/solicitation process, but is not an option in filters for lists or reporting (hopefully it will be at some point).


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  • Dec 30 2021
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