Prospect Management

Contact Reports: Category vs. Subcategory

Definition of Category & Sub-Category – Within an interaction, the category and subcategory further define the type of contact method that is selected. In terms of prospect management, when entering a contact method of personal visit, a category of prospect management can be chosen with a subcategory of cultivation to further define the visit as […]

By Danielle Free | Blog . Prospect Management
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Attaching Scanned Documents to a Prospect Plan

All documentation pertaining to a plan (proposal, ask, etc.) should be scanned on the documentation tab in the plan, NOT in a step.

By Danielle Free | Blog . Prospect Management
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What is the definition of Annual Giving?

Annual giving includes current academic gifts within a fiscal year cycle that are repeatable in nature (i.e., feasibly renewed and/or increased from year to year) and are not payments made on major pledge commitments.

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RSS Feeds for Fundraisers

Want to subscribe to certain pages so you’ll know when new information is available? If so, this is for you.

By Danielle Free | Blog . Prospect Management
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Viewing Interactions in the Development Workspace

Read this, Development Officers! Would it be easy if you could run a report to see a full listing of INTERACTIONS that you’ve entered into the system? If so, this is for you! 

By Danielle Free | Blog . Prospect Management
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