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On the Campaign Details form, you will see a Prospects tab. This tab will list all the prospects currently loaded into the current campaign.
The columns used on this tab are:
Column |
Description |
Serial No |
The Prospect’s Serial Number |
Prospect |
The full name of the prospect as defined on their contact record |
Canvasser |
The Canvasser responsible for this prospect |
Approach |
The preferred method of approach for this prospect |
A |
This prospect has been actioned |
C |
This prospect has been communicated with |
P |
This prospect has pledged money to this campaign |
E |
Event Attendance (last event the contact is associated with) ? = Interested/Invited to last event Y = Attending/Did Attend N = Declined/Did Not Attend |
Target |
The target amount you entered when adding this contact as a prospect |
% |
This is a Factor %age of the target |
Factored |
This is the monetary value for x% of Target. |
Target Date |
The date by which the Target Amount should be collected |
Target Giving |
The value range that you assigned to the prospect when adding them to the campaign |
Comments |
Any additional information that you would like to enter about this prospect |
