(2024-01-04) Campaign Manager has been upgraded from version 2.0 to 3.0! We will continue to maintain and update it moving forward. Here are just some the additions:

• Increased stability & security across the board.
• More intuitive navigation and labels
• Ability to add Assistant information (name, phone, email) to prospects.
• Obsolete sections removed
• All users can now change their password without contacting an admin.
• Improved and fixed reporting functionality
• (admins only) Ability to upload and assign logos to campaigns.
• Added an engagement tracker tab for prospects
• More intuitive navigation and labels
• Ability to track Account Managers of Investors and Ownership of Prospects

In development, but close to finished:

• Ability to sync Campaign Manager to Google Calendar (still in development)
• (new CM 3.0 bug) Working on fixing the Excel exports for Pending/Committed/Declined etc pages. It does work on search results.
• A bug report feature.
• Help page with updated instructions.