1. For Alumni Affairs & Development Fundraisers
Prospect Management
For Alumni Affairs & Development Fundraisers

2. UNITS
&
Substantial Interactions

3. Prospect Management & Plans Workflow

4. My Fundraiser Page
Information related to Fundraiser’s assigned Prospects.
Pending Activity vs Prospects and Plans

5. Prospects Functional Area

6. Research & Assignment Requests

7. Plans

8. Substantial Interaction
A substantial interaction should be filed to capture ‘contact report’ worthy exchanges with constituents that are not related to an existing Plan, but may form the basis for a new plan.
Substantial Interactions should only be filed on Interactions with a contact method of personal meeting or phone call.
These interactions will captures discussions with Constituents at Events, our outside of a Plan, or when a Plan is not required.
Note that Additional Solicitors cannot be added on a Substantial Interaction

9. Contact Reports
A Contact Report can be filed for any Prospect with Plan and when there are substantive discussions that advance the relationship related to the Plan or Opportunity. These Contact Reports are normally Planned Steps that are a face to face meeting or phone call.
Unplanned Contact Report are for unplanned substantive discussions with a Prospect that advance the plan (ie. Drop ins, unplanned phone calls)

10. Contact Reports
The Comments area of a Contact Report is a mandatory open text field. The following information should be in every Contact Report:

11. Opportunities
Opportunity Status:

12. Contact Info Housekeeping
As the Prospect Manager, it is up to you to ensure the Contact info we have on file is up to date.
For Individual records:
Primary contact information for address, phone number,
Solicit codes and spousal information
Employment history
For Organizations:
Relationship contact types
Primary contact information
Send your updates to specify the Cannon Lookup ID and information you wish to update

13. Comments, Questions?