Manage portfolios, prospects, and Saved Lists

Tags: product:gift-officer intent:portfolio intent:prospect intent:saved-list intent:filter

The Gift Officer > Home page opens the user's primary fundraising portfolio and summarizes current activity. Use Prospects to review the constituents assigned to that portfolio. School-wide or manager roles may also see broader constituent data, but a standard user should not assume that every institution constituent belongs to their portfolio.

Go to Gift Officer > Saved Lists to create reusable query-based lists. Define a clear name and audience conditions, save the list, and revisit it before each use because dynamic conditions can add or remove constituents as data changes. Saved Lists support focused work without changing portfolio assignment.

Portfolio assignment, plan ownership, opportunity ownership, and Saved List membership are separate. Adding someone to a list does not assign them to a gift officer, create a plan, or change the CRM.