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Melissa Oliver a posé une question dans * Customer Success *

I am new to this role and trying to learn how to bring shells from opportunities in previous campaign to new campaign. I was told that we use the last two years as the shell and then increase the amount by 5% for the new ask for this year. The previous campaign was setup with opportunities already created for people who had pledged in the last two years, and each opportunity included a requested ask amount that was 5% more than the previous pledge so that solicitors can use this data when soliciting donors. The created opportunities can then be used to create new pledges made for current campaign. 

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  1. 31 août, 05:34

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