Prospect Management

NEW! Shortcut for Adding Interactions & Contact Reports

For speedier input of your Interactions and/or Contact Reports, a new shortcut has been established where you can click to add Interaction from the “Documentation and Interactions” Tile on any constituent record.  This will allow you 2 choices:  1) Plan Step w/ Interaction (use this to file a Contact Report for your Plan), or 2) […]

By Cindy Bond | Blog . News . Prospect Management
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Helpful ‘Comments’ Tips for Contact Reports/Interactions

New prompts have recently been added into the Comments section of Contact Reports (and Interactions) when you choose a Contact Method of either “Initial Meeting” or “Return Meeting”. 

By Cindy Bond | Blog . Front Page . Prospect Management
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How to Determine a Planned Giver in GAIL

GAIL Users, do you need assistance determining a Planned Giver in GAIL?

By David Ornelas | Blog . News . Prospect Management
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Confirmed Assets Tab

The Confirmed Assets tab on the Prospect’s constituent page indicates any confirmed (per Target Analytics) publicly available information about the prospect’s real estate, business, stock, and “other” assets. It also includes confirmed wealth indicator and income/compensation information.

By David Ornelas | Blog . Front Page . Prospect Management
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GAIL Prospect Mapping

Development Officers, ever wanted to see a map using Prospect Mapping in GAIL? GAIL’s Prospect Mapping tool allows you to view Constituent records on a map by single and multiple constituent records. Click here for an instructional guide to create Driving directions. Click here for an instructional guide to search by radius.  

By David Ornelas | Blog . Prospect Management
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Phone Center Interactions

Phone center interactions on the constituent page are updated nightly and now indicate calling program campaign details and results.

By David Ornelas | Blog . Front Page . Prospect Management
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UGA Dashboard Tab

Need to find contact, education, employment history, relationships, interactions, current, and previous group memberships all in one place? Check out the new UGA Dashboard to view this as a one page source that you can scroll through.

By David Ornelas | Blog . News . Prospect Management
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New Zillow Icon on Constituent Address Tile

A Zillow icon has been added to the address tile of the constituent profile. This saves a “cut and paste” effort for prospect managers when verifying donors’ whereabouts and estimated home values. Once you click on the icon, a new web browser page will open to the corresponding Zillow listing.

By Leslie West | Blog . Front Page . Prospect Management
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How to Include the Planned Giving Attribute in a Query

Planned Giving attributes have been moved within the attributes folder from the “Prospect Management Attribute” and can now be found under “Planned Gift Info Attribute.” All affected queries have been updated: You can select from the following values: Considering UGA in Estate Plans Not a PG Prospect Planned Giving Showed Interest UGA Already in Estate […]

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Prospect Management Policies and Procedures

The Prospect Management Policies and Procedures manual has been updated as of February 21, 2019. Click on the document below to review or download as a PDF document.

By David Ornelas | Blog . Front Page . Prospect Management
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