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      Portfolio Work Center
    
  
  
      Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. 
 Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
  
  
 
        
  
  
    
      
      
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      Native ask tracking for major gifts
    
  
  
      Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...