Filtering/Building Lists
- Once I’ve downloaded excel data, how do I sort and filter in excel?
- How do I view supporters who requested brochures/guides?
- What is the Action column?
- How do I filter by digital body language?
- How do I share a supporter link with someone?
- How do I update a supporter’s legacy consideration stage?
- I’ve reviewed a supporter and determined they are either qualified or unqualified. How do I do this?
- What is the qualification feature and how do I use it?
- I need my campaign data in an excel sheet, not .csv. How do I update the file type?
- What is legacy gift consideration and how is it determined?
- How do I delete a filter?
- How do I update a filter?
- Do other people in my organization see my saved filters?
- How do I save a filter?
- How do I download supporters who match my filter criteria or from a saved filter?
- What is consideration movement?
- I want to only show supporters in a specific state, city or zip code. How do I do that?
- What is major gift consideration and how is it determined?