Prospects & Plans Filtering Options
Filtering options are available to view prospects with active plans in order of preference by opportunity status, plan stage, and plan type.
To display these options go to your Fundraiser page and click on the Prospects and Plans tab, then click the Filters icon.
When the filters appear in the yellow box, select the criteria according to your preference and click Apply.
*LAG = Leadership Annual Gift
Leadership Annual Gift opportunities will only display the most recent opportunity UNLESS the user opts to show all by clicking the checkbox below:
