Prospect Management

Sara Benedict

I know that we can't query out the “date in stage” field in RE/NXT.

How is everyone tracking development officer qualifications? Notes? Actions?

Trying to figure out the best way to track them this FY. Thanks!

Dan Snyder

@Sara Benedict We use actions, some of our process is explained here. You also do not need to use either Power Automate or Power BI, but for the process of adding actions Power Automate removes the manual entry of actions.

Kisha Baker

@Sara Benedict You can't query on it (or build a list in NXT), but you can build an Insight/Dashboard against “Is Past Due”