Prospect Team Tab

This tab contains any team members assigned to the prospect. You can assign team members when you add a prospect (Team tab). After the prospect record is created, you can add, edit, and delete team members from the Prospect Team tab. You can also view the team member’s fundraiser record.

The Prospect manager section displays current prospect manager information. You can also view that prospect manager’s fundraiser record. The Prospect team section displays Primary plan manager, Secondary plan manager, Secondary solicitors, Stewardship plan manager, Stewards, and user defined roles. From the filter, you can select to show prior team members.