Prospects

The Prospects list displays prospects assigned to fundraisers, including those temporarily removed from the Undergiving list for six or twelve months and those dismissed from the Smaller predicted gift list.

Depending on your role and permissions, you'll see either Your prospects or All assigned prospects. Select a prospect to view their details. If you have permission to view All assigned prospects, you'll also see the assigned fundraiser. For more information on permissions, see Roles, tasks, and permissions and Permissions.

To display only prospects in the Undergiving list, select the list from the queue filter. For All assigned prospects, you may also filter by:

  • Low likelihood prospects to review and engage

  • Smaller predicted gift prospects to reassign

  • Smaller predicted gift prospects to remove from portfolio

To filter All assigned prospects by assigned fundraisers, select them from Fundraiser. Fundraisers appear in the list if they have ever been assigned to a prospect.

Note: The Fundraiser filter and queue filter are interconnected, so selections from either filter impact the list of displayed prospects.

To display only prospects who meet predictive giving criteria associated with a Prospect Insights Pro model, from PI models, select a model and then the criteria. For more information, see Prospect Insights Pro models.

To display only prospects with specific characteristics, filter the list by selecting constituent codes from Constituent codes.

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

To edit a prospect's deferral details, from Analysis, under Deferral, select Prospect insights activity history. Then select edit and make the desired changes.