Add Number of Prospects by Fundraiser Type

We need to quickly be able to ascertain and review a list of prospects where the fundraiser is assigned as Primary. This is the true number of prospects in a portfolio. A chart similar to Opportunity Types on the Work Dashboard would be good or even better, the number of prospects in the portfolio of each type where clicking on the number would open the filtered list.

  • Susan Shebar-Fioribello
  • Sep 12 2023
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