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prospect management
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Prospect tab
RE:Search
Blackbaud's EmailFinder or PhoneFinder
We are contemplating purchasing a service (from Blackbaud or an outside source) to research constituent email addresses and phone numbers. Has anyone had any luck using Blackbaud's EmailFinder or PhoneFinder? Thank you, Karen Manatee Community College Bradenton, FL
Posted to
Forum
by
Karen Marra
on 09-09-2008
University/College Foundations using Prospect module
We have been live on RE for 9 months. Our development officer coordinator is looking to visit with other college and university foundations using RE - specifically the prospect module. If you are a small to mid-size college/university foundation and are located in the OK, MO, TX, or KS area, please e...
Posted to
Forum
by
Annette Tyson
on 08-11-2008
Re: Tracking cultivation of (family) foundations
Marijana: We have this happen every once in awhile and it is frustrating. It would be great if actions could be copied between records that is for sure. I often will annotate the record, so there is a pop up when the record is opened to make sure I look at either the individual or foundation record for...
Posted to
Forum
by
Denise Desmond
on 05-08-2008
prospect tab & ratings
Hi I'd be interested to find out how you use the prospect tab and what ratings you use. Thanks Say
Posted to
Forum
by
Say Sith-Ratanavong
on 05-01-2008
Tracking cultivation of (family) foundations
Has anyone developed guidelines for tracking actions and proposals when you are working with individuals who are individual prospects but also give through a (family) foundation? If you begin cultivation on the individual's record and then move to the foundation, do you move everything over to the...
Posted to
Forum
by
Marijana Radic
on 04-16-2008
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