New Interaction Subcategory: Meeting Request

New Interaction Subcategory: Meeting Request

Development Officers, a new subcategory has been added to the Add an interaction¬†screen allowing you to formally log a meeting request on your Prospect’s record!

To log a meeting request click on the Prospect’s Documentation and Interactions tab, select the preferred Contact Method (email, phone call, etc.), select Prospect Management from the Category drop-down, then select Meeting Request from the Subcategory drop-down.

 

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