Prospect Insights ELearning
Are you ready to learn how to use Prospect Insights?
Enroll in 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.