Qualified and unassigned prospects

Under Qualified and unassigned prospects, you can access candidates marked qualified for major giving but who still need to be assigned to a fundraiser.

Note: Prospect Insights 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 lists.

Prospects are listed in priority order based on who needs action first. Start at the top of the list.

For each prospect in the list:

  1. Select the candidate and use the information displayed on the following tabs to help you determine if they meet your organization's requirements for major giving cultivation.

    From Analysis you can view the following information:

    Under Recommendations, you can see the recommended actions to take for a prospect. The recommendations are based on the summary analysis, which appears under Analysis. The analysis also indicates why a prospect appears in this list.

    Note: Recommendations are suggestions for one possible course of action based on our predictive analytics. Use your personal knowledge of the prospect and other factors to determine the best approach to take. Recommendations provide a starting point for consideration and should not limit any possible actions you can take.

    Under Biographical you can view a prospect's age, address, relationship information, and Constituent codes. The information comes from the prospect's constituent record.

    For more information, see Profile Information and Constituent Codes.

    Under Prospect management you can view a prospect's assigned fundraisers, their status, any open actions, and current opportunities. The information comes from the prospect's constituent record.

    For more information, see Fundraiser Assignments, Prospect Status, Action Statuses, and Opportunity Status.

    Under Giving and wealth you can view a snapshot of a prospect's giving to your organization over the last few years, including the first, latest, and greatest gifts given to your organization. You can also view a prospect’s estimated net worth and assets. For more information about specific wealth attributes, see Giving Indicators.

  2. If the prospect still seems aligned with your cultivation plans, assign a fundraiser.

    1. Fundraisers: to add the prospect to your portfolio, select Add to my portfolio.

      Leadership: select Assign fundraiser and either assign the prospect to yourself or select another person.

      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.

    2. To add an action for the candidate, such as sending an email, for example, select Add action. For more information, see Actions.

      3. Note: Actions you add appear on the prospect's constituent record.

    3. To add an opportunity for the candidate, select Add opportunity. For more information, see Opportunities.

      4. Note: Opportunities you add appear on the prospect's constituent record.

    4. Select Finish review.

  3. If the prospect no longer aligns with your cultivation plans, select Unmark as unqualified. The prospect returns to the Untapped candidates list.