Prospect Insights Pro lists
Review the following information to understand what determines Prospect Insights Pro list availability and the differences between the lists.
List availability
List availability in Prospect Insights Pro is determined by two factors: the prospect pool and users' permissions.
The lists that appear in Prospect Insights Pro depend on the nature of your constituents. Constituents must meet certain criteria to be included in a Prospect Insights Pro 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 Pro 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 are only available 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 Pro displays the list. However, only users with the Assign permission can view 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 the list.
List comparison
Use the following comparison chart to understand the differences between Prospect Insights Pro prospect lists.
| Queue | Description | Usage | Location |
|---|---|---|---|
| All assigned prospects | Displays all prospects assigned to fundraisers, including prospects temporarily removed from the Undergiving list for six or twelve months, and those dismissed from one of the following lists:
|
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 either the Top prospects, Secondary prospects to qualify, or Emerging prospects lists. 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 |
| Emerging prospects | Includes unassigned prospects who have a low predicted gift value in the short term but have higher giving likelihood and potential gift range values. Essentially, they are mid-level donors with potential to become major donors. | Use this list to build out your major gift pipeline with future major donors. | Available from Build a qualified prospect pool, Prospects to qualify |
| Prospects assigned to non-active fundraisers | Lists prospects who seem likely to give at least $10,000 in the next 12 months and 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, initially qualified prospects |
| Top prospects | Includes unassigned prospects with high predicted gift values who haven't been qualified for cultivation yet or assigned to a fundraiser. They are your best short-term major gift prospects. | Review this list to identify your best major gift prospects for qualification and assignment to a Major Gift Officer. | Available from Build a qualified prospect pool, Prospects to qualify |
| Undergiving major prospects | Includes prospects identified as likely to give a gift of at least $10,000 in the next 12 months and are assigned to a fundraiser but haven't reached their predicted target gift range. They are good major gift prospects with the potential to increase their giving levels. | Use this list to determine if actions and opportunities are in place to help increase prospects' level of giving. | Available from Needs attention |
| 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 |