Prospect Insights eLearning

Are you ready to learn how to use Prospect Insights? Check out the Basics of Prospect Insights eLearning course.

From the Basics of Raiser's Edge NXT page in Blackbaud University, enroll in the learning path and then scroll down to the Basics of Prospect Insights course.

In this course, you'll learn how to:

  • Make informed decisions about which prospect to cultivate.

  • Assign prospects to fundraisers.

  • Use actions and opportunities to track outreach and build relationships.

  • Identify candidates who aren’t ready for major giving.

  • Review qualified prospects who aren’t giving as much as projected.

  • Set Prospect Insights user permissions.