Add Prospect Plans in Bulk

With Add prospect plans in bulk, you can create plans for a selection of constituents. For example, you want every constituent of a certain class cultivated the same way, and you do not want to go through the extra work involved to create plans specific to each individual. Instead, you want to define a template and automatically assign the same plan to all constituents included in your selection.

The Add prospect plans in bulk function, allows you to create a process that:

• Identifies the constituent selection which contains the records to which you want to bulk assign the plan

• Selects the plan outline created for this specific group

• Assigns managers and solicitors

• Designates a plan start date

• Restricts the process to a specific site

• Adds opportunities

• Adds the “Prospect” constituency to any constituents included in the process that are not already designated a “Prospect.”