Prospects assigned to non-active fundraisers

Under Prospects assigned to non-active fundraisers, you can access 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. Using the list, you can easily review fundraiser assignments and re-assign prospects to active fundraisers so they can renew prospect cultivation.

Note: Prospect Insights Pro automatically creates lists using your prospect pool and predictive analytics to determine list composition. For more information on list availability and size, see Manage Prospect Insights Pro lists.

For each prospect in the list:

  1. Select the prospect and from Prospect management, review the current fundraiser assignments.

  2. If you don't want to continue the current fundraiser assignments, select Manage fundraisers and then for each assignment, select End assignment and enter an end date for the assignment.

  3. If you know which fundraiser you'd like to assign to this prospect, select Manage fundraisers and either assign the prospect to yourself or select another person. The prospect appears in the fundraiser's Your prospects list.

    4. 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.

  4. 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.

    5. Note: Any actions you add appear on the prospect's constituent record.

  5. To add an opportunity for the candidate, select Add opportunity. For more information about using opportunities, see Opportunities.

    6. Note: Any opportunities you add appear on the prospect's constituent record.

  6. Select Finish review.

    7. If you didn't assign the prospect to a fundraiser, they appear in one of the following lists, depending on their qualification status:

    • Qualified and unassigned prospects list — Prospect was previously qualified in Prospect Insights Pro.

    • Top prospects list — Prospect was not previously qualified in Prospect Insights Pro.