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Use GC Connections and Agent Hub safely
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Configure Gift Officer school settings and user notifications
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Use Gift Officer activity analytics and configure metrics
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Use Gift Officer texting, calling, and personal video
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Send Gift Officer email and manage templates or the connected mailbox
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Build cadences, cadence templates, and manage active instances
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Plan trips, visits, and meeting preparation
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Create and manage fundraising opportunities
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Create solicitation plans, stages, and plan templates
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Create contact reports, templates, follow-up tasks, and notifications
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Create, assign, remind, complete, and filter tasks
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Manage portfolios, prospects, and Saved Lists
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Search constituents and use the Gift Officer constituent profile
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Add Gift Officer staff, roles, teams, managers, and access