Development Full role is required to assign a Moves Management Track.

      1. Navigate to Development > Asks > Details > Tracks (or Development > Contacts > Details > Tracks for a Donor level Track).
      2. Populate Track Information.
            a. Select Track.
            b. Specify Assigned To user.
            c. Select Person (optional).
            d. Enter Note (optional).
      3. Click Add.

Note: To create a new track, follow the steps of Creating Moves Management Track.
Note: To manage a track, follow the steps of Managing Moves Management Track.
 

Schedule Demo

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