Hi All,

We've used actions to record all prospect contacts for years. With our campaign on the horizon my office would like to track around 30 specific prospects in detail and assign multiple solicitors with multiple tasks spread over time. So for example for one prospect the HOS should call for lunch in a month, the Pres of Board should call in few weeks to see how trip went, and the DOD will write a personal note inviting to event in Spring, etc. But for the next prospect on the list there are completely different moves, dates, solicitors assigned. I looked into Action Tracks but realized that they are intended to be set up for more generic steps to be taken at the same time for different prospects. So that doesn't appear to be a solution unless I set up 30 individualized action tracks for each prospect on the list. Plus when I tested the reporting of an action track with two actions, the 2nd dependant on the 1st happening, the action report didn't show the 2nd action at all. Can anyone suggest how they deal with similar moves management and what reports work best so each solicitor can see all completed as well as scheduled actions (even within an action track). Any feedback and adivce would be greatly appreciated. Thanks.

 Kate

Hi Kate, we use the Prospect Tab, with the optional module for prospect and major donor management.  You can find information in the user guides about... from the tool bar in RE, select Help and then User Guides... The Prospect Management Guide is under the Records section.  We use the prospect tab for the same situation as you listed above.  Hope this helps... sorry so brief, in a hurry today!

Kristine Darling:

Hi Kate, we use the Prospect Tab, with the optional module for prospect and major donor management.  You can find information in the user guides about... from the tool bar in RE, select Help and then User Guides... The Prospect Management Guide is under the Records section.  We use the prospect tab for the same situation as you listed above.  Hope this helps... sorry so brief, in a hurry today!

Hi Kristine, 

We do have the prospect module but many of our cases involve steps that need to happen for cultivation without a defined ask amount or $ goal. When you have more time I'd love to hear how you utilize the proposal for similar situations. Do you just leave those fields blank? I read through the user guide and am still not picturing how you might have this set-up. I can be reached at kate_lynch@milton.edu or 617-898-2372. Thanks!

 Kate