Target or Tag certain accounts

If there was a way for a user to tag or target certain accounts to ensure contact is being made to strength relationships.  For example, I want to be able to pull up a list of 50 'tagged' accounts to ensure they are being connected with and see the latest activity/journal entry.

Also, allows a way to segment our donor list to be able to connect in a way that is appropriate to them.

  • Guest
  • Feb 4 2020
  • Attach files