Manage a Prospect's Status

On a constituent's record, you can view their prospect status under Prospect management or as an alert at the top of the page when they've had the status for too long. Under Prospect management, you can also update a prospect’s status in your process, quickly see how long they've been at their current status, and scroll through their moves history. For recommendations on the stages and milestones to track as statuses, see Prospect Status.

Note: To help track changes to a prospect, you can view who added or updated a status when you review its history. For statuses added or updated in the database view, the history shows Blackbaud processing instead of a name.

Change the Status of a Prospect

  1. On the constituent's record, select Edit, Status under Prospect management.

  2. In the Status field, select where the constituent is in your moves management process.

  3. Choose when the constituent entered their current status.

  4. In the Comment field, enter any additional notes or information about the change.

  5. Select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Edit the Details of a Prospect's Status

You can edit the details of a previous status — such as to update how long the prospective donor was in it — under Prospect management on their constituent record. To change the status, select Show status history, select Edit this status from its menu, adjust its information as necessary, and then select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Delete a Prospect's Status

To remove a previous status — such as if you inadvertently move a constituent to the next stage — you can delete it from the prospective donor's constituent record. To delete a status, select Show status history under Prospect management, select Delete from its menu and then select Delete this status.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Tip: In the database view, you can manage a prospect’s current status on the Prospect tab of their constituent record. However, we recommend you manage a prospect's moves in the web view instead. For details why, see Prospect Status: Web or Database View?.