I would like to be able to view - on one page or

I would like to be able to view - on one page or one report - everyone in a fundraiser's portfolio and their corresponding actions and opportunities.

It's useful to see all this information in one place. I want to have a snapshot of the fundraiser's portfolio which includes any active opportunities/proposals and their next action.

Martha Reisch
Jan 30 2017

Opportunities / Work Center

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I would like to be able to view - on one page or one report - everyone in a fundraiser's portfolio and their corresponding actions and opportunities.

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