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Prospect management system procedures

Last post 05-21-2008 3:44 PM by Lisette Clem. 0 replies.
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  • 05-21-2008 3:44 PM

    • Lisette Clem
    • Not Ranked
    • Posts 2
    • Organization: Catholic Charity Fund Appeal, Inc.

    Prospect management system procedures

    I am currently working on documenting our prospect management system procedures (using both the Raiser's Edge database and the Researcher's Edge tool).  It would be very helpful to view another site's procedures, particularly if you use data from the Researcher's Edge tool to rate prospects, and then record these ratings in Raiser's Edge.  Does anyone have a document they could share?  Thanks so much.

     

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