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 Low likelihood list.

Depending on your role and permissions, you'll see either Your prospects or All assigned prospects. Select a prospect to view their information. 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.