Track Prospect Steps

The Prospect Steps page displays detailed information about prospect steps. For example, in Major giving management, if you access the Prospect Steps page by clicking in the Identification row of the Plan type: Major Giving grid on the Steps Planned tab, the Prospect Steps page displays all planned prospect steps in the “Identification” stage of the Major Giving plan. From the Prospect Steps page, you can then further refine your results based on the assigned fundraiser, dates, etc.