Reviewing Prospect Profiles
For all of your assigned prospects, Volunteer by EverTrue will populate a full profile of contact information, career and education data, and giving history. Use the tabs at the top of the profile to toggle between Info, Giving, and Activity.
Under Giving, you will see a snapshot of the individual's giving history along with a suggested ask amount, if provided by your institution.
Lastly, under Activity you can able to enter any interactions you've had with the prospect. Click here for more information on logging activity notes.
Here's a short video that gives you an overview viewing profiles in Volunteer by EverTrue.