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.
Loading...