Excluding Active Opportunities from a Solicitation

Are you planning on sending an email or postal mail solicitation? Make sure to exclude these selections…

CDAG – Ex – FY19 Opportunities

CDAG – Ex – FY19 Household Opportunities

By excluding these selections, we can remove individuals and/or households from the solicitation who are scheduled to to receive a personal ask within the current fiscal year.

There are also selections created for various boards, committees, and groups to exclude from your effort if needed.

Not sure how to exclude a selection from your effort?

Follow the 2-step instructions below. Keep in mind, you will need to exclude these selections before you calculate and export your effort.

 

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