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
From the Supporter Profile > click Contact > select Assigned to team member
✨ You can also automatically assign Supporters based on donation activity with Automated Tasks