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Prospect Management/Moves Management

Last post 06-20-2006 9:55 AM by Tanya Manthorne. 0 replies.
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  • 06-20-2006 9:55 AM

    Prospect Management/Moves Management

    We are in the process of setting up a prospect management system for the tracking of proposals and major gifts with relationship managers assigned to each account. The relationship managers have been assigned and the proposals entered but we are looking for some examples of successful Prospect Management systems using R/E and the prospect tab. If anyone has any suggestions or examples, it would be greatly appreciated.
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