Prospect Insights lists
Review the following information to understand what determines Prospect Insights list availability and the differences between the lists.
List availability
List availability in Prospect Insights is determined by two factors: the prospect pool and users' permissions.
The lists that appear in Prospect Insights depend on the nature of your constituents. Constituents must meet certain criteria to be included in a Prospect Insights list. If your prospect pool doesn't include any constituents who meet the criteria for a list, and the list typically appears in Needs attention, instead of displaying an empty list, Prospect Insights doesn't display the list at all. Therefore, you may not see all of the lists described in the comparison chart below.
Additionally, some lists only display all prospects for users with certain permissions. For example, assume that your candidate pool includes prospects who meet the criteria for the Qualified and unassigned prospects list. Because these candidates exist, Prospect Insights displays the list. However, only users with the Assign permission can view everyone on the list. Users without that permission cannot. Similarly, any list where the primary action is fundraiser assignment requires the Assign permission to be able to view everyone on the list.
List comparison
Use the following comparison chart to understand the differences between Prospect Insights prospect lists.
| Queue | Description | Usage | Location |
|---|---|---|---|
| All assigned prospects | Displays all prospects assigned to fundraisers, including prospects temporarily removed from the Untapped candidates list for six or twelve months, and those dismissed from the Low likelihood list. | Use this list to understand the scope of your organization's portfolio. | Available from Related links for those with All Portfolios permissions |
| Disqualified prospects | Includes prospects who were previously dismissed from the Undergiving list. Prospects remain in this queue unless their status is changed to qualified. | Review this list periodically as a quality check on your qualification process. | Available from Related links |
| Low likelihood | Lists prospects who have a lower Major giving likelihood (unlikely to give more than $10,000 in the next 12 months) and are assigned to a fundraiser. | Use this list to identify prospects that need to have their engagement plans reconsidered. After reviewing the list, remove the prospects you no longer want to engage with. |
|
| Prospects assigned to non-active fundraisers | Lists prospects who with a high major giving likelihood who are assigned only to fundraisers who are deceased or are no longer designated fundraisers. | When someone leaves the organization, and at regular intervals, use this list to identify prospects that must be reassigned. | Available from Needs attention |
| Qualified and unassigned prospects |
Lists candidates you've marked as qualified for major giving, but who still need to be assigned to a fundraiser. |
Use this list to identify prospects who need further review and to hold prospects until fundraisers have more bandwidth. | Available from Needs attention |
| Undergiving | Includes prospects identified as having a high likelihood for major giving and are assigned to a fundraiser but haven't reached their predicted target gift range. | Use this list to determine if actions and opportunities are in place to help increase prospects' level of giving. | Available from Needs attention |
| Untapped candidates | Includes unassigned prospects with high likelihood scores for major giving who haven't been qualified for cultivation yet or assigned to a fundraiser. | Review this list to identify your best major gift prospects for qualification and assignment to a Major Gift Officer. |
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| Your prospects | Displays prospects assigned to you. | Use this list to understand the scope of your portfolio. | Available from Related links for those with Personal portfolio permissions |