Use the Prospect Tracking tab to:
- track prospective donors against appeals
- manage their involvement in fundraising activities for each appeal.
How to:
- Add new activities for tracking prospects. See Adding new activities for tracking prospects (on page ).
What you can do:
What you can do… |
See… |
|---|---|
Maintain details of:
|
Development Maintenance - Prospect Tracking tab - Prospect Details sub-tab (on page ) |
Maintain any development activities related to an appeal. |
Development Maintenance - Prospect Tracking tab - Activity sub-tab (on page ) |
Prospect tracking reports
Once you have created an appeal for the prospect, you can use the following reports to assist you:
Report |
Description |
|---|---|
Prospect Activity Report |
Lists prospects, the dates they were contacted and action taken. |
Prospect Tracking List |
Lists prospects that are nominated for each appeal with their inclinations, capacity and indication levels. |
Prospect Follow-Up List |
Lists prospect details (including contact, activity and follow-up method) by staff member or volunteer responsible for tracking the prospect. |
See Key development reports (on page ).