Funding Interests

From the Funding Interests tab on a prospect record, you can specify the organizations, affiliations, activities, or pursuits in which a prospect expresses interest. You can then define the degree of the prospect’s interest or lack of interest. You can also restrict access to the interest information based on selected sites.

For example, if you enter a funding interest of “Visual Arts” with a strength of “Extremely” positive” for a prospect, then enter a funding interest of “Football” with a strength of “Somewhat negative,” you can use this information to determine the designations to which the prospect may be willing to contribute.

In addition, you can filter the information displayed on the tab based on sites. In the Sites field, select the sites on which you want to base your filter and select Apply. Regardless of your filtering criteria, only sites to which you have rights will display.

After you define funding interests for the prospect, you can select these interests from the Funding Types tab on an opportunity record. You can use this information when you create steps for solicitors to interact with the prospect. For more information about how to link the prospect’s funding interests to an opportunity, see Funding Types.