Prerequisites for Prospects

Before you set up Contributor Relations to manage prospects, consider the following questions:

• How are setIDs, record groups, and business units set up at your institution?

  Define the donor appreciation items by setID.

• Do your business rules specify that a contact report is required for each completed action?

  Specify this option on the CR Installation page.

• How do you plan to assign resources?

  Set up parameters for resource assignments using the CR Installation page.