Unified Profiles View, Team Visibility, & More
Saved Profiles now consolidates Profiles, Companies, Grants, Matching Gifts, Foundations, and Requested Datasets into a single streamlined view for easier navigation and workflow. Plus team visibility extends to revealed profiles with the unlocking teammate, and we add 50,000+ HNI profiles to expand donor targeting capabilities.
What's New
Saved Profiles — Unified Clubbed View
Saved data across multiple categories is now available in a single, streamlined view. Access and manage your saved Profiles, Companies, Grants, Matching Gifts, Foundations, and Requested Datasets together making navigation and workflow significantly more efficient.
Team Visibility — Revealed Profiles
For team-based workflows, previously revealed profiles are now visible across the team along with the name of the teammate who unlocked them. This applies to CSR Profiles, Individual Donors, Foundations, Saved Profiles, and Matching Gifts, improving transparency and collaboration.
HNI Profiles — 50,000+ Added
An additional 50,000 High Net-worth Individual (HNI) profiles have been added to the platform, expanding your reach and discovery capabilities for donor targeting and fundraising efforts.