Use Filters to Find Prospects

Use filters to identify prospects who meet certain criteria. Available filter options vary depending on the queue. Possible options include:

• Added within — use this filter to identify prospects recently added to the queue. New prospects may appear in a queue due to a change in their giving data, a Prospect Insights quarterly data refresh, or an action taken on your part.

Constituent codes — use this filter to see specific types of constituents. To filter the queue, select specific constituent codes from the list.


Note: Changes to constituent codes may take some time before they are reflected in the Constituent codes filter. For more information, see Constituent codes.

Fundraiser — use this filter to filter the list by assigned fundraisers. Only active fundraisers appear in the list. To view all fundraisers, including those whose constituent record is marked inactive, select Show inactive.


Note: The Fundraiser filter is only available to authorized users. For more information, see Roles, tasks, and permissions and Permissions.

• PI models — use this filter to display only prospects who meet predictive giving criteria associated with a Prospect Insights model. The filter the queue, select a model and then the criteria. For more information, see Prospect Insights models.

Spouse assignment — use this filter to avoid spending time on qualifying candidates who already have a spouse assigned to a fundraiser. To filter the queue, select Only prospects without spouse assigned to a fundraiser .

Note:
• Spouses who are not in Prospect Insights and are assigned to fundraisers may still appear.
• Changes to spousal relationships and assignments may take some time before they are reflected in the Spouse assignment filter.

To learn more about the criteria for candidate inclusion in Prospect Insights, see Prospect Insights FAQs. For more information on spousal relationships and how those are determined, see Relationships.