Edit likelihood-to-give rating information on a prospect
For information about using the import/batch functions to run bulk updates, see Model Score Updates through Batch Entry.
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In the Model scores and ratings grid, expand the entry you want to edit. |
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Click Edit. The Edit a model scores and ratings attribute screen appears. |
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In the Category field, select a ratings category. You create your ratings attribute categories in Manage Attribute Categories in Administration. |
Note: For information about creating attributes, see Create Customized Ratings or the Attribute Categories chapter in the Administration Guide. Also, when creating your rating attribute categories, make sure to select the “Model Scores and Ratings” Record type on the Attribute category screen in Manage Attribute Categories.
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Enter a Value to rate the constituent’s likelihood to give. |
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Select a Start date and End date. |
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Enter any Comment you want to include with the rating information. |
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Click Save to save the ratings information and return to the Model scores and ratings screen. The information you edited appears in the Model scores and ratings grid. |