Reviewing a donors profile helps you decide the best next steps. By checking their giving history, engagement, and research details, you can confirm their capacity and interest. This article explains how to review a profile and record your findings in Salesforce.
From the Prospecting Queue
1. Click on the name of the donor you'd like to review.
2. Click the Prospecting Tab.
3. Scroll down and review all of the Prospecting information.
4. Review the Donor's iWave profile.
5. Click Link to Profile.
6. Once the iWave profile loads, click Records.
7. Verify all information to ensure the donor’s capacity and score are accurate and based on correct data.
8. After completing your review in iWave, return to Salesforce.
9. If you located a LinkedIn profile, click the pencil icon next to LinkedIn URL and paste in the link.
10. If you located a Website , click the pencil icon next to Website and paste in the link.
You've completed reviewing the Prospect. Next up, creating a Prospecting Note.