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Status Not Prioritized
Created by Guest
Created on Jul 26, 2023

Prompt to create a follow-up task from the interaction page

Prompt to create a follow-up task from the interaction page so that you can efficiently set up your next step with a constituent.

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  • Guest
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    Feb 28, 2024

    This is donor management 101 and am very surprised that this is not a feature already. This should save time and also link interactions to tasks