Prospect Tile needs Option to Include Prospect Plan Participants

Prospect Plan Participants can go by unnoticed if the CRM user is used to depending on the Prospect tile to notify them of an overview of a Prospect Plan.  Can you find a way designate Prospect Plan Participants using the Prospect tile?

  • Melissa Fulton
  • Mar 6 2017
  • Reviewed: Voting Open
Blackbaud CRM / Prospect Plan
Organization Name (Please enter full organization name) IU Foundation
Reported Version 4.0
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  • Terri Whitehouse commented
    June 26, 2023 20:17

    This is something that I frequently get feedback on from frontline fundraisers. This would be a good improvement.

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