Disqualified prospects

Under Disqualified prospects, you can access prospects who were previously dismissed from the Untapped candidates list. These prospects display a disqualified indicator. Candidates temporarily removed from a list do not display this indicator.

Review the Disqualified prospects list regularly, especially when there is a change in a prospect's circumstances.

  1. Select a candidate to review their details.

  2. Use the information displayed on the following tabs to determine if the candidate meets your organization's requirements for major giving cultivation.

    From Analysis you can view the candidate's Target Gift Range and Major Giving Likelihood.

    Under Recommendations, see suggested actions to take for a prospect. The recommendations are based on the summary analysis, which appears under Analysis. The analysis also explains why a prospect appears in this list.

    Note: Recommendations are suggestions for one possible course of action based on our predictive analytics. Use your personal knowledge of the prospect, along with other factors, to determine the best approach. Recommendations are meant to provide a starting point for consideration and should not limit any possible actions you can take.

    Under Biographical you can view a prospect's age, address, relationship information, and Constituent codes. The information comes from the prospect's constituent record.

    For more information, see Profile Information and Constituent Codes.

    Under Prospect management you can view a prospect's assigned fundraisers, their status, any open actions, and current opportunities. The information comes from the prospect's constituent record.

    For more information, see Fundraiser Assignments, Prospect Status, Action Statuses, and Opportunity Status.

    Under Giving and wealth you can view a snapshot of a prospect's giving to your organization over the last few years, including the first, latest, and greatest gifts given to your organization. You can also view a prospect’s estimated net worth and assets. For more information about specific wealth attributes, see Giving Indicators.

  3. If the candidate meets your organization's cultivation criteria:

    1. Select Mark as qualified.

    2. If you know who you want to assign as a fundraiser for the candidate, choose them.

      1. Select Assign fundraiser.

      2. Either assign the prospect to yourself or select another person.

        3. Note: Only fundraisers can be assigned to a prospect. Fundraisers must be set up as Raiser's Edge NXT users and marked as a fundraiser on their constituent record. For more information, see Fundraisers.

    3. To add an action, such as sending an email, select Add action. For more information about actions and how to work with them, see Actions.

      4. Note: Any actions you add appear on the prospect's constituent record.

    4. To add an opportunity, select Add opportunity. For more information about using opportunities, see Opportunities.

      5. Note: Any opportunities you add appear on the prospect's constituent record.

    If you assigned a fundraiser, the prospect appears in the fundraiser’s Your prospects list. Otherwise, the candidate appears in the Qualified and unassigned prospects list.