Prospect Interests

To improve your ability to target donors, you can add interests for a prospect. For example, a prospect may have an interest in women’s issues. You can add this interest to the record as a reminder to include the prospect when you send invitations to events around women’s issues.

To view and manage the interests for a prospect, select the Interests section on the Biographical Information tab of the prospect's Wealth and Ratings screen.

Add an Interest to a Prospect

Edit an Interest to a Prospect

Delete an Interest to a Prospect

Export Prospect Interests

 

 

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