Prospect Insights - Add a filter to review by Solicitor Type

We use Solicitor Type for Primary relationship manager and secondary relationship manager. The same constituent is showing up when I filter by fundraiser due to this. It would be extremely helpful if I could tell it to only show a certain solicitor type so that we don't have to review prospects multiple times.

  • Jennifer Briganti
  • Jul 12 2024
  • Reviewed: Voting Open
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