Features in this article may not be included in every Funraise plan.


👫 Fundraising is personal

Access your portfolio

Your Supporter portfolio is a customized list of supporters assigned to you.

1. From Supporters > click My Portfolio

Assign Supporters to a Portfolio

There are a few ways to assign a Supporter to yourself or a member of your team.

From a Supporter List > click the Assigned To selector in a Supporter row

-or-

From the Supporter Profile > click Contact > select Assigned to team member


✨ You can also automatically assign Supporters based on donation activity with Automated Tasks

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