Development Maintenance - Prospect Tracking tab

Use the Prospect Tracking tab to:

How to:

Add new activities for tracking prospects. See Adding new activities for tracking prospects.

What you can do:

What you can do…	See…
Maintain details of: the appeal that the prospect has been nominated for their inclinations, capacity and indications for the appeal.	Development Maintenance - Prospect Tracking tab - Prospect Details sub-tab
Maintain any development activities related to an appeal.	Development Maintenance - Prospect Tracking tab - Activity sub-tab

What you can do…

See…

Maintain details of:

Maintain any development activities related to an appeal.

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.

Last modified: 8/07/2016 3:12:10 PM