Prospect Manager

Prospects helps you track potential donors to your organization. In Altru, you use Prospects to house plans and attributes associated with prospective donors. From here, you can also track prospect managers and prospect teams assigned this prospect.

The Prospect Manager role gives users rights to specific features in Prospects.

Note: If you use ResearchPoint with Altru, see Prospect Research and Prospect Research Manager

Task name	Task description	Functional area
Opportunity pipeline	Displays the opportunity pipeline report	Analysis
Information library	Provides a centralized location for analyzing and sharing data	Analysis
Solicitor revenue	View revenue from solicitors over a specified period	Analysis
Prospect plan analysis	Displays the prospect plan analysis report	Analysis
Prospect plan follow-up	Displays the prospect plan follow-up report	Analysis
Organization search	Search for and view organization records	Constituents
Constituent search	Search for and view individual records	Constituents
Add an organization	Add a new organization constituent.	Constituents
Constituent profile	View a detailed profile of a constituent	Constituents
Add a group	Add a new group constituent.	Constituents
Add an individual	Add a new individual constituent.	Constituents
Interaction categories and subcategories	Provides an interface for managing interaction categories and interaction within the system	Marketing and Communications
Response categories and responses	Provides an interface for managing response categories and responses within the system	Marketing and Communications
Search major giving prospects	Search for and view major giving prospect records	Prospects
Define likelihood percentages	Manage likelihood percentages	Prospects
Add a major giving prospect	Add a major giving prospect from an existing or new constituent record	Prospects
My fundraiser page	View my prospect management tasks	Prospects
Prospect plan follow-up	Displays the prospect plan follow-up report	Prospects
Opportunity pipeline	Displays the opportunity pipeline report	Prospects
Major giving setup	Establish and maintaining major giving methodologies	Prospects
Assign prospects in bulk	Assign or reassign a large number of prospects to a fundraiser	Prospects
Search fundraisers	Search for and view fundraiser records	Prospects
Prospect plan analysis	Displays the prospect plan analysis report	Prospects
Add a fundraiser	Add a fundraiser from an existing or new constituent record	Prospects