Skip to main content

Make a contact a prospect

This article explains how to mark an unmark a contact as a prospect.

Written by Cristiana Ghinea

A contact can be marked as a prospect through the Contacts module.

Mark as prospect

To do so:

  1. Click CRM, then click Contacts.

  2. Click the contact.

  3. Click More, then click Discover as Prospect.

  4. Fill in the fields below:

    • Status

    • Initiation Reason

    • Primary fundraiser

  5. Click OK.

This will then create a prospect record for the selected contact.

Remove prospect

You can also remove the prospect record by following the steps below:

  1. Click CRM, then click Contacts.

  2. Click the contact, then click Edit.

  3. Select the Details tab and clear the Prospect checkbox.

  4. Click Save.

This will remove the entry from the prospect area of the system.

Related Articles
Did this answer your question?