Prospects

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

Either Your prospects or All assigned prospects is displayed, depending on your role and permissions. Select a prospect to view their information. If you have permission to view All assigned prospects, prospect information includes the assigned fundraiser. For more information on permissions, see Roles, tasks, and permissions and Permissions.

Filter prospects

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 downgrade
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.