Weitere ähnliche Inhalte
Ähnlich wie Moves Management in The Raiser's Edge (20)
Kürzlich hochgeladen (20)
Moves Management in The Raiser's Edge
- 1. Raiser’s edge tips & tricks for moves management Molly Maple Senior Solutions Engineer @blondegeek
- 4. Use Actions and Action Tracks to facilitate all contact and activity surrounding constituent contact.
- 5. Track the effectiveness of your actions using reporting tools.
- 24. Assigning Solicitors On solicitor’s constituent record: Mark as solicitor On prospect’s record: Add assigned solicitor as relationship
- 27. Add and modify actions to refine strategy
- 121. Tools can help you identify your next prospects
- 124. Be sure to document where each one is every step of the way
- 133. Use Action Queries to create dependent actions based on a change in status or outcome from a previous action
- 137. Build a culture of Stewardship
- 138. Use a variety of mail functions to accomplish donor acknowledgments