Prospects and Plans

On the Prospects and Plans tab of a fundraiser, the top section of the tab - Prospects and plans - tracks all prospect plans to which the fundraiser is connected. For example, if the fundraiser is a researcher on one prospect plan, the prospect and the plan information appear in this section; if the fundraiser is a primary manager on the plan, the prospect and the plan information appear in this section. Historical plans are displayed in italics.

Note: Warnings, displayed as an exclamation point in a yellow triangle, appear on overdue plan steps when the previous step was completed 90 or more days ago. This can be an indication of inactivity between the fundraiser and the prospect.

The bottom half of the tab - Prospect assignments - tracks all prospects to which this fundraiser is connected in a managerial role. It also displays prospect team members.