Configure Prospect Statuses

You can set up the statuses used to track where a constituent is in your moves management process as they convert from a newly-identified prospect to an engaged and active donor. To alert fundraisers when a prospect has a status for too long, admins can — in the web view — set how long someone can be in each stage of your moves management process before they’re past due.

Tip: We recommend prospects stay at identification and qualification stages for less time than solicitation and stewardship stages.

1. From Settings, select Records, and then select Prospect status.

2. For each status of your moves management process, enter how many days a prospect can stay before they’re considered past due.

3. Select Save.

Tip: You can set up and manage the stages of your moves management process from the Prospect Status in Tables. For more information, see Tables.