FundSvcs Community

Solicitation Action Plan process

  • 1.  Solicitation Action Plan process

    Posted 11 days ago

    Does anyone have a Solicitation/Cultivation Plan using actions in Raiser's Edge?  I've been trying to come up with a process using actions so I can pull reports.  The MGOs will be entering the actions themselves.  I want to run Action reports so we can discuss progress during RMM (Relationship Management Meetings.)

     

    Thanks

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