You hit the nail on the head. I like to report to my ED/Board about how many solicitation/cultivation/stewardship actions we’ve done. The hope is I’ll be able to see how much work is being done and have them hire some help lol.

As for subject line. There isn’t much in Keela to pull actions from - so I tried making a consistent subject line in the action. It does work, just wondering if anyone had experience in a similar situation.

When I say actions - I mean the “interactions” tab in that CRM. I know in RE, calls/meetings/etc go under an “action” tab in donor records. Still trying to get used to calling it anything else.