Pocket Portfolio

Access your full portfolio while away from your desk with Momentum's Pocket Portfolio.

Navigation

Open up your preferred mobile browser (on your cell phone) and log into Momentum.

You will land in your Pocket Portfolio, with your most recently contacted constituents at the top for easier access.

Click on any donor or prospects's name to access the the full Momentum constituent record.

You can also search for unassigned constituents using the search bar beneath your Pocket Portfolio.

Each tab of the constituent record is available for mobile viewing, just like on the desktop version.