Hi,
What would be the best way to track "steps" for a specific group of prospects - but not in Plans. We have a group of young donor prospects that we want to track our pre-qualifying interactions with but don’t want to create actual Plans for them all yet. The idea is to do this when we have decided they are a good fit to qualify and cultivate-any ideas? Attribute, Constituency Code, CSI??
Thanks for your help,Suzanne
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Suzanne FieldLeaders Circle Manager
SFJAZZ / 201 Franklin StreetSan Francisco, CA 94102sfield@SFJAZZ.org • SFJAZZ.org
SFJAZZ is a non-profit presenter of
jazz music and educational programs.
Hi Suzanne,
I know you said no plans, but have you considered Prospect Plans for tracking them? You could create a young donor prospect campaign for the group. That way your prospects are not tied to contributions and expected income, but you can still track different interactions with the group and move them along a pipeline until they're ready for actual plans.
Juliane
We are moving forward with that suggestion! Thanks much!