Campaign Manager Prospect List Tab

The Prospect List Tab shows a list of campaign prospects, including their current status in the campaign. This tab is where you will review the stage of each of your prospects, add follow up reminders and assignments, send mail and email to selected prospects, and generally manage your campaign.

The prospect names appear in a smart list so you can select only certain prospects using the column headers, sort the list at multiple levels, and view more or fewer names.

There is a Filter section at the top that you can use to further narrow down the view of the list.

You can make changes to fields directly in the list. For example, you can go down the list and set the appropriate stage for each name individually or add an ask amount.

You can also select a group of names and make changes to all of the selected names in the group.

If you have selected a group of names, you can use the Icon bar at the top to send them all a mailing or an email, print a report, export to Excel or add a tag. You cannot create and save a second list of prospects for the same campaign.

The Prospect List Tab has the following buttons:

  1. Add Prospects - this button opens the Campaign Setup wizard at Step 4 - Add Prospects.
  2. Add Activity - this opens a window where you enter fields for the activity you would like to add. This activity is added to each of the selected names and appears in the tickler and in the Activities tab in the Bio screen for each name.
  3. Update Selected - this button allows you to update campaign parameters for all of the selected names in the list at the same time. The parameters that you can select are these:
    1. Ask Amount - fill in a number as the amount you expect to ask of these prospects for this campaign.
    2. Ask Range - select the range of gift you expect from these prospects. This puts these prospects into the appropriate row in your Gift Range Chart.
    3. Staff - select the staff member who is the primary contact for these prospects.
    4. Solicitor - select the individual solicitor or solicitor team for these prospects.
    5. Stage - select the campaign stage for these prospects.
    6. Notes - add any notes you want on these prospects' campaign records.
  4. Remove - this removes the names from the campaign. It does not delete the names from ExceedFurther.