Manage Constituent Modeling and Ratings Data

You can track a constituent’s likelihood to give using either the WealthPoint system imported with your WealthPoint data or your own internal ratings information. This information is stored on the specific constituent record.

Create Customized Ratings

Add Rating Information to Prospect

Edit Rating Information on a Constituent

Delete Rating Information from a Constituent

Model Scores and Ratings Updates through Batch Entry

 

 

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