Configure Prospect Email Alerts

In Prospects, major giving fundraisers can select to receive email alerts as notification when they become the manager on a prospect or prospect plan. For example, you can Email alerts to notify fundraisers when another user assigns them as the primary or secondary manager on the record of a prospect plan.

To generate system alerts for a fundraiser, you must Email alerts from the record of the fundraiser to receive the alerts. To receive email alerts, the fundraiser must be linked to an application user.

Configure prospect email alerts for a fundraiser

 

 

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