Learn how to navigate Prospects in this step-by-step guide. Prospects is Neon CRM's feature for tracking the pipeline toward a major gift or other ask. You would create a Prospect for the ask itself, then create related activities for the steps in that pipeline: phone call, lunch, event invitation, etc.
Contents
Viewing Prospects
1. Navigate to Moves Management and select Prospects.
2. From this page, you can filter the list of Prospects by nearly any prospect data field. Filter using the dropdown menus and the data will automatically adjust. Click on the column headers to sort the results.
3. To change which information is displayed, click Configure Columns.
4. From this Prospects page, you can also bulk edit the Status, Custom Status, or Assigned User for existing prospect records (click the image below for a closeup).
Assigning Prospects
1. When you create a prospect, Neon CRM will add the Prospect on the constituent's account. From the Prospect list or from an account's record, click New Prospect.
2. Complete the fields. When finished, select Save.
|
Field Name |
Description |
|
|
A. |
Account | This is the person who is the prospect. Use the magnifying glass icon to search your database for their record. |
|
B. |
System User |
This is the Neon CRM staff user to whom the prospect (or "ask") is assigned. |
|
C. |
Status |
This is the status of the progress toward the ask of the prospect. |
|
D. |
Custom Status |
Like Status, this is an indicator of progress. |
|
E. |
Prospect Name |
Enter the Prospect Name in this field. |
|
F. |
Purpose Ask Date |
The Neon CRM Purpose this donation should be attributed to. This date that you intend to ask for a donation. |
|
G. |
Fundraiser Ask Amount |
This field is used to track a Fundraiser who helped with this prospect. Only designated Peer-to-Peer Fundraisers who have a Peer-to-Peer Fundraiser page will be available in this drop-down menu.
The amount that you intend to ask for. |
|
H. |
Solicitor Pledge Date |
This field is used to track a Solicitor who assisted with this prospect. Only individual accounts and system users that have been defined as solicitors will be available in this drop-down menu. The date when the client makes a pledge. |
|
I. |
Pledge Amount |
The amount the client has pledged. |
|
J. |
Note |
This field is for adding any additional relevant information to this prospect. |
|
K. |
Campaign |
The Neon CRM Campaign this donation should be attributed to. |
|
L. |
Fund |
The Neon CRM Fund this donation should be attributed to. |
|
M. |
Purpose |
The Neon CRM Purpose this donation should be attributed to. |
|
N. |
Fundraiser |
Select a fundraiser from the dropdown menu. |
|
O. |
Solicitor |
Select a solicitor from the dropdown menu. |
|
P. |
File Upload |
This allows you to attach a file to a prospect, such as a Word document, PDF, or image. This file can be accessed by staff users only. Click Browse to select a file, then click Upload to attach it. |
Custom Fields
1. You can create Prospect Custom Fields by navigating to the Settings Cog. Then select Global Settings.
2. Under Moves Management, select Prospect Custom Fields.
3. Select New Custom Field.
4. Enter the field name, display type, and data type. When finished, select Save.
Working with Prospects
The Prospect record can be accessed from either the Prospect list or from the Prospect's account page. From the prospect record, you can add activities, record pledges, and record donations.
For a quick overview, you can check on the most recent and upcoming activities and add additional activities directly from the Prospect list.
Linking Prospects
On the Prospect page, you will see that you grant can be linked to a pledge or donation.
You can manage the pledge link by navigating to the Actions button and selecting Manage Pledge Link.
Reporting on Prospects
Prospect Report
1. Find the Prospect report by going to Reports and select New Report.
2. Under Moves Management, select Prospects Report.
3. The Prospect Report returns a list of prospects created on Neon CRM accounts. You can search for prospects based on prospect data such as created date, campaign, status, system user etc., or based on activity data and/or basic contact information on the associated account.
The available output columns also include profile information about the associated account, such as yearly/overall transaction totals, first and last transaction dates, contact information, etc.
Other Reports
The "Prospect" search category, criteria, and output columns are also available in the below account based reports.
- Mailing Report
- All Accounts Report
- Email List (Audience) Report
- Stats Report
A limited selection of both search criteria and output columns is available in the Activity Report.