Investment & Reserve Policies
April 2024
A collection of sample PSO financial policy guidelines for reserve funds.
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Peer Community
A collection of sample PSO financial policy guidelines for reserve funds.
This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.
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