Creating more than one classification/condition on the prospect tab (RE7)

Where a constituent has more than one "prospect" classification.
For example - a donor may be a community fundraiser, who is a prospect for a bequest. Both of these classifications are dealt with in two different pathways of our donor journey plan and require different sets of criteria.

While you can create separate ratings and proposals you can't create a separate classification.

  • Sonya Hansen
  • Jan 3 2017
  • Attach files