We are a pretty small advancement team (4 people) and we need the best way to track our prospects and portfolios.
We do not use Leads, because all of our prospects are already contacts. I can not use contact ownership as a metric because we have two different departments in our org and we all interact with the same contacts just in different capacities.
Is utilizing the opportunity owner really the best way?
We would also love to build a custom field to track propensity ratings. Rating our donors would be a huge step with prospect management.
We created a few custom fields at the account level within a section we call "Donor Tracking" to assist with in-house donor ratings and prospect management.
Fields added "prospect status" with a picklist of Capital prospect, annual donor prospect, stewardship only, etc. "Prospect status date" to identify when the prospect status was updated. "Campaign rating" stores our in-house rating assignment and "inclination rating" stores in-house scored propensity. These fields are easily reported on and allow us to move people through a prospect management pipeline. Dashboard reporting allows us to track the pipeline using these fields.
We use opportunities and opportunity ownership for specific gifts.
