Prospects

What it is

Potential donors the school is getting to know, with notes on each.

Why it matters

Helps staff plan who to contact, and when, to grow giving.

When to use it

Fundraising staff log each contact and plan the next follow-up.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fundraising to open it.
3. Click Prospects.

What you see

Prospects · click the picture to enlarge

• The list has these columns: Donor, Stage, Planned ask, Ask by, Solicitor, Open tasks, In stage since. Click a column name to sort by it.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

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