View the prospect plan pipeline

1. From the Prospects drop-down menu, select Major giving management, and select “Prospects”. The Prospects page appears, displaying the Prospects in Pipeline tab.

   If your organization uses teams, you can select an Organizational team on which to base the summary information. Teams are created in Manage Organization Hierarchy in Administration. For more information, see the Administration Guide

   At the top of the tab, the Total prospect plans in the pipeline displays. The rest of the tab is composed of grids and graphs, one for each Plan type to which prospects are assigned, displaying details about where your prospects stand in the plan. For example, you can see how many prospects are in the “Identification” stage of the major giving plan and how many are in the “Cultivation” stage.

2. To view a list of prospects in a specific Plan stage, select on the number displayed in the corresponding Prospects column. For example, if you want to view a list of prospects in the “Identification” stage of the major giving plan, in the Plan type: Major giving grid, select on the number in Prospects column of the Identification row. The Prospects page appears.

   From the Prospects page, you can do the following:

   • Filter the prospects list based on Fundraiser, Plan type, or Plan stage. Select Apply to update the page display based on your new criteria. Select Reset to return the page to its original condition.

   • Select an entry in the grid and select Go to plan to view the plan assigned the selected prospect.

   • Select an entry in the grid and select Go to prospect to view the selected prospect.

   • Select Back to return to the Prospect pipeline tab.