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changes.mady.by.user Adam DeMarie

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changes.mady.by.user Customer Success Writer

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The Contact Purpose mapping allows you to change the way map your institution's contact purposes are categorized to standard contact purpose selections for reporting purposes in FPM. You can map each of your institution's contact purpose to one of the following standard FPM options:

  • Identification
  • Qualification
  • Cultivation
  • Solicitation
  • Stewardship
  • Engagement
  • Other

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