Reviewing Prospect Profiles
For all of your assigned prospects, Volunteer by EverTrue will populate a full profile of contact information, career and education data, and giving history. Use the tabs at the top of the profile to toggle between Info, Giving, and Activity.
Under Giving, you will see a snapshot of the individual's giving history along with a suggested ask amount and a Committed Amount.
Lastly, under Activity you can able to enter any interactions you've had with the prospect. Click here for more information on logging activity notes.
If your prospect has a star-person on their contact card, this is a key relationship for you! This prospect may be someone who you should focus your outreach on. Reach out to your institution if you would like more information about why this prospect is a key person for you.
Here's a short video that gives you an overview viewing profiles in Volunteer by EverTrue.