Fundraiser

The Fundraiser page (or My Fundraiser page) is a Workspace for solicitors.

Alerts

Pending Activity

All Plan Steps

Plans

Portfolio 

Planned Step Summary

Completed Step Summary

Portfolio Summary

Opportunities and Asks

Pending Event Tasks

Pending Mailing List Tasks 

Research Requests

Prospect Requests

Referrals

Good to Know!

• The fundraiser tab appears if the constituent has the “Fundraiser” constituent code
• Conversion Note:  all constituents with Is A Solicitor checked off in RE converted with the Fundraiser constituent code in CRM

How Do I?