Momentum builds fundraiser portfolios using Organization Groups from Virtuous CRM+.
Once you have created the Organization Groups in CRM+, you can assign fundraisers from the Admin panel in Momentum. To learn more about creating Organization Groups in CRM+, click here.
To get started, select the three line menu in the top right corner of your screen. Then, select Admin Settings from the dropdown menu.
Next, select Organization Group Assignments to view all available Organization Groups synced from Virtuous CRM+.
Finally, click the dropdown menu next to each Organization Group to assign the relevant user.
Note that a single user can have a portfolio composed of multiple Organization Groups, but an Organization Group can only be assigned to one user at a time and cannot be shared between users.