Development 201:

Note: This session is reserved for TCU University Advancement staff only.

Registration is required to attend all Addie training session due to the need for specific system security and user permissions. Additionally, system permissions are role-based, meaning that completing a training session does not automatically grant access to specific permissions; registrants will only receive permissions based on their assigned roles within Addie.

In this session you will learn how to:

• Manage prospect relationships from your assigned portfolio in Addie
• Create and manage a Prospect Plan & Opportunity
• Document interactions inside and outside a Prospect Plan
• Submit a Research Request to your assigned Prospect Researcher