The Prospect Queue organizes contacts into columns that reflect their stage in the prospecting process. From initial review to cultivation and stewardship, each column helps you see next steps at a glance. This article explains what each column means and how to use it.
1. Qualify Column: Lists contacts who are ready to be reviewed by the Prospect Research Specialist.
2. Emerging/Mid Tier Prospect Column: Lists contacts the Prospect Research Specialist has identified as good candidates for the Emerging/Mid-Tier Prospect level.
3. Major Donor Prospect Column: Lists contacts the Prospect Research Specialist has identified as good candidates for the Major Donor Prospect level.
4. Cultivation: Lists contacts who have been moved onto a High Engagement Caseload through Prospecting.
5. General File Prospect: Lists contacts the Prospect Research Specialist has reviewed and determined should remain in the General File.
6. AHE Prospect: Lists contacts the Prospect Research Specialist has identified as good candidates for the Automated High Engagement stream.
7. Stewardship: Lists contacts who have been moved to a High Engagement Caseload through prospecting and are actively responding to cultivation efforts.
8. Contact Tile: Provides a link to the prospect’s Contact page and displays their Prospect Recommendation, iWave 5-Year Capacity score, and iWave score.
