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Fundraising Portfolios with Actionable Lists
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Fundraising Portfolios with Actionable Lists

Assign donors to fundraisers and manage relationships.

Start
+400 points
Intermediate
Administrator
~1 hr 15 mins
+400 points
Intermediate
Administrator
~1 hr 15 mins
Explore the Fundraising Account Actionable List Template
~20 mins
Incomplete
Create an Actionable List Definition
~20 mins
Incomplete
Create an Actionable List
~15 mins
Incomplete
Manage an Actionable List
~20 mins
Incomplete

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