The Prospect destination in Importacular allows you to import to the tab of the same name within the Raiser’s Edge (for users who have the optional Prospect module). This location allows you to track donor interest, wealth ratings, proposals made and other prospecting information.
To watch a video demo of the areas available with this destination, click here. When working with the Proposals, organisations that have purchased Actions and/or Solicitors/Canvassers may opt to link their proposals accordingly.
Articles
- Prospect Mapping
- Ratings Mapping
- Gifts to Other Orgs Mapping
- Financial Information Mapping
- Philanthropic Interests Mapping
- Will Not Give To Mapping
- Proposal Mapping
- Proposal Attribute Mapping
- Proposal Notepad Mapping
- Proposal Gift Link
- Proposal Action Link
- Proposal Solicitor Link
- Proposal Area Settings