Prospect Attributes

You can use attributes to store specialized information about prospects when no field or tab exists for that information. Attributes help track information that best meets your organization’s needs. For example, you can use attributes to record hobbies, dietary preferences, special requests, or advocacy activities.

To view the attributes of an individual prospect, select the Attributes section of the Biographical Information tab on the prospect's Wealth and Ratings screen screen.

Under Attributes, you can view attributes assigned to the prospect. For each attribute, you can view its value, group, valid date range, and any comments about the prospect attribute. You can also manage the constituent’s attributes.

Add Attributes to a Prospect

Edit Attributes on a Prospect

Delete Attributes from a Prospect

Export Prospect Attribute Information

 

 

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