How do I use the Prospect Queue in Major Giving Portfolio?

Overview 

The Prospect Queue functions like a virtual prospect review meeting, allowing your team to view potential major donors, identify those needing research, assign staff members, and initiate cultivation steps. 

Step 1: Access the Prospect Queue 

1. Open the Major Giving Portfolio 

2. Click on the "Prospect queue" tab at the top of the page 

Step 2: Review the prospect list 

1. View the list of interesting contacts (updated nightly) 

2. This list comes from a saved search that can be modified by administrative users 

3. Scan the list to identify prospects that need more research or immediate follow-up 

Step 3: Act on prospects 

1. Find a prospect you want to engage with 

2. Click the Action menu to the right of the contact name 

3. Select an action: 

   1. Request Research: Assign a staff member to follow up on research 

   2. Other options for cultivation like sending emails or scheduling follow-ups 

Step 4: Use research integrations (optional) 

1. Consider using data research integrations to improve prospect identification 

2. Options include WealthEngine and DonorTrends integrations 

Step 5: Change the saved search (Admin only) 

1. Administrative users can select a different saved search by clicking the "Change" link at the top of the page 

2. This allows flexibility to modify which contacts appear in the prospect queue based on your organization's criteria 

What else do you need help with? 

• Understanding Major Giving Portfolio 
• How do I use the Cultivate tab? 
• How do I manage Action Plans? 
• How do I set up WealthEngine integration? 
• How do I set up DonorTrends integration?