Allow for reporting on Prospect Status History

We are implementing a Moves Management strategy in our Advancement area. We are going to use Prospect Management in RE NXT to track Prospect Status and Prospect Classification. It is great that NXT displays the history of the Prospect Status. We want track changes by month of the different status for metrics going forward as well as set expectations for our Development team. It would be great to have this as an object in queries, reports, lists, insights, or exports to be able to do something will all this great data. Opportunities measure so little of the whole spectrum of the relationship with a prospect/donor that the use of the Prospect Status and its data is essential to our moving forward with a Moves Management strategy.

  • Joel Clasemann
  • Jun 26 2020
  • Attach files