AdNet Opportunities Group

Hey all! This group is being formed after the 2024 AdNet Conference in San Antonio, where there was lots of conversation and discussion around Opportunities.

Owner: LynsieStephensLeaders: LynsieStephensCreated on March 26, 202418 membersPrivacy: Public

Join

Announcements

Important stuff will go here one day.

Discussions

Opportunities!!
Hi everyone! Please use this space to continue our conversation at AdNet on your CRM work within the opportunities area of CSuite. I'll continue looking for power-users to add to the group, and will also bring in some of our Strategic Advancement experts from our staff to join the conversation as well!
Letter templates in Opportunities?
I'm wondering if anyone is using these relating to planned gifts and would be willing to share how and an example? We have Opps for Estate Prospects and for Estate Promises and I'm curious what we might do with those…Thanks!