Skip to content
RiderM780 edited this page Oct 31, 2023 · 6 revisions

Join us to create a Recipe for any one of these ideas.

  • High Value Client / Donor

  • Is Active

  • Is Subscriber / Type of Subscriber

  • On Credit Hold!

  • Has Cases

  • High Rating

  • Is Local (eg in your State / Country, or the opposite)

  • High Value Opportunity

  • Opp near Close Date

  • Contract due for Renewal

  • SLA Level

  • Is Email Subscriber

  • Is Event Attendee

  • Funds in (eg Donor)

  • Funds out (eg Grant Recipient)

  • Contact missing key information

  • Should this Contact exist? (eg has no valid information)

  • Anything from this blog post

Clone this wiki locally