It outlines the primary display options (percent vs. count; team vs. solicitor), the two dashboard views (assigned prospects and most-recent contact by capacity), and the summary/detail toggle that reveals individual prospect names on hover.
The article also documents available filters—definition, months, stage, team, capacity score, and primary solicitor—and shows how to move under-engaged prospects into a Signal cadence for targeted follow-up; a short tutorial video is embedded for visual guidance.
You can learn more about pricing for EverTrue Help Center at its pricing page.
EverTrue Help Center can be categorized under CRM tools.
Not all similar tools offer the same features. Most include a free plan or trial, so you should be able to give them a try. You can browse some of the alternatives to EverTrue Help Center listed in the directory.
Some tools might also offer discounts or offers, especially for newer members. Most of these offers traditionally come as part of affiliate programs or promotions, but often you can reach out to companies and check whether they can give you special pricing.
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