Smaller predicted gift prospects to remove from portfolio

Under Smaller predicted gift prospects to remove from portfolio, you can access prospects who are probably best suited for annual giving programs and not high-touch relationship building. You may want to consider removing these prospects from major gift officers' portfolios.

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.