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Documentation Prospect Research

Prospect Research

Prospect Research Tutorial

Use this tutorial to turn on Prospect Intelligence and review the resulting insights.

Enable Prospect Intelligence

  1. Open Workspace Settings.
  2. Find Prospect Intelligence.
  3. Turn on Enable Prospect Intelligence.
  4. Review the threshold settings.
  5. Save.
  6. Choose Refresh Prospect Scores.

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Review the Prospects Page

Open AI > Prospects to review:

  • top prospects
  • lapsed major donors
  • planned giving prospects
  • second-gift window prospects
  • summary metrics

Open a Constituent Profile

Prospect score details also appear in constituent profiles after a refresh, including:

  • composite score
  • RFM label
  • top segment
  • strengths
  • risks
  • recommended next action

Update Thresholds Carefully

If you change thresholds later, run another refresh. Existing visible scores do not automatically recalculate until refreshed.