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Section 4
User Stories for this section
Engagement Plans
As a Major Gifts Officer, I need to track moves management on prospects so that we can monitor my effectiveness in managing my portfolio.
Tasks: Section 4
Task
Start Date
End Date
Assigned to
Status
Category
Create Test Grant Opportunities with Deliverables
Not yet started
Learning
Create an Engagement Plan Template
Not yet started
Configuration
Create Levels
Not yet started
Configuration
Add an Opportunity at the new Level
Not yet started
Learning
Recalculate Levels
Not yet started
Learning
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