Hi, I'm a new user of RE and we've had so many hands in the system that I'm trying to research the best way to track prospects without purchasing the optional module. The module may be an option but right now I'm looking at Actions to track. Does anyone have good policy/procedures using...

We've been using the prospect tab and having our DO's enter proposals for their major gift prospects. Then when they have any visits or interactions with those prospects, they enter those actions under the proposal in the prospect tab, whether it's a visit, phone call, etc. Every month I...

I'm interested in learing how others use the Prospect tab and associated actions under the "Proposal" field to track capital campaign prospects. In particular, I was wondering if you use Crystal to develop an executive-level report of actions to be completed in a given time period...

Not sure if this helps, but here is a rundown of our moves plan, from the perspective of how we track things in Raiser's Edge. 1. Prospect is identified: - A new Proposal is inserted into the constituent's record. - Solicitors are assigned: Staff Solicitor and Volunteer Solicitor - Priority Ranking...

I also think the prospect tab is good place (if you have the optional module). The prospect tab will be allow you to build a proposal. This will help you before you even get a confirmation of a planned gift (the prospecting stage). You will be able to record actions for the information sessions you might...

I'm Kelly Taillefer and I am the Manager of Advancement Services at Upper Canada College ( http://www.ucc.on.ca ) (UCC) in Toronto, Canada. Following is the article I wrote about tracking prospects that is published in the November 3 issue of The User's Edge. I hope you find it helpful. How We...