Prospects

 

circle aboutCV Finding prospects circle aboutCVhelp Working with prospects circle config priv Prospect records

circle customLabels Prospect Summary View tabs

search Finding prospects

Working with a prospect starts with finding the records you need.  Learn how to use basic and advanced search techniques, and how to navigate within prospect search results.  Use wildcard search features for help find those unknowns, and see how you can easily export results lists.

Basic prospect search methods     camera 60   steps 60
Advanced prospect search methods      camera 60  steps 60
Wildcard search features      camera 60   steps 60
Exporting prospect search results      camera 60  steps 60
Prospect search results      camera 60   steps 60
   

 


 

prospects Working with prospects

Learn how to maneuver within a prospect summary and change your prospect summary view.  Access attachments, send notifications to others in your organization, and write memos regarding a prospect.  Add a prospect to a List.  Mark and unmark prospects as Watched.  Standardize prospect addresses to ensure mailing accuracy.  Delete prospects to permanently remove records from your database, and merge records to clean up duplicates.

Prospect Summary View      camera 60  steps 60
Contact information quick view button      camera 60  steps 60
Attachments      camera 60  steps 60
Address standardization      camera 60  steps 60
Lists      camera 60  steps 60
Watches      camera 60  steps 60
Memos      camera 60   steps 60
Notifications      camera 60  steps 60
Delete a prospect record      camera 60  steps 60
Prospect merge      camera 60  steps 60
   

 


 

vae Prospect records

Understand how to create, view, and edit prospect records.  Learn about web integration features like accessing a prospect's local news, weather, maps and more.

Prospect records      camera 60
                                            Create a new prospect record    
  Edit a prospect record              
Web integration features              
Data tables       
   

 


 

prospectinfo Prospect Summary View tabs

Learn about navigating prospect summary view tabs, and details about each tab that you can add to a prospect summary.

Tabs      camera 60   steps 60
Committee Activity tab      camera 60  steps 60
Corporate Links tab      camera 60  steps 60
Event Attendance tab      camera 60   steps 60
Family Links tab      camera 60  steps 60
Giving Breakdown tab      camera 60   steps 60
Giving Summary tab      camera 60  steps 60
Mailings Sent tab      camera 60  steps 60
Membership Activity tab      camera 60  steps 60
Memos tab      camera 60  steps 60
Prospect Info tab      camera 60  steps 60
Prospect Tags tab      camera 60  steps 60
Touches tab      camera 60  steps 60
Volunteer tab      camera 60  steps 60
WealthEngine Info tab      camera 60  steps 60
WealthEngine Prospect Research tab      camera 60  steps 60
   

 


 


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