Disqualified prospects

Under Disqualified prospects, you can access prospects who were previously dismissed from either the Top prospects or Emerging prospects lists. Disqualified prospects display a disqualified indicator, while candidates temporarily removed from a list do not.

Review the overall list periodically and when there is a change in a prospect's circumstances.

For each prospect in the list:

  1. Select the candidate and review their projected giving data, which appears on the following tabs.

    From Analysis you can view the following information:

    • The list from which the prospect was dismissed

    • Target gift range

    • Giving likelihood

    • Potential gift range

    • Planned giving likelihood

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

    Note: Recommendations are suggestions for one possible course of action based on our predictive analytics. However, your personal knowledge of the prospect, along with other factors, may dictate there is a better approach to take. 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 (including spousal fundraiser assignments), and Constituent codes. The information is drawn 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 is drawn from the prospect's constituent record.

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

    Under Giving you can view a snapshot of a prospect's giving to your organization over the last five years, including the first, latest, and greatest gifts given to your organization, as well as those given to other organizations.

    Under Wealth you can view a prospect’s estimated net worth and total confirmed assets. For more information about specific wealth attributes, see Giving Indicators.

  2. 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 for the candidate, such as sending an email, for example, 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 for the candidate, 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.