Using Action Components for Initiative Setup

The Prospect Management feature in Contributor Relations contains four action components that are useful when you set up an initiative: action types, action contact types, action status codes, and action results. Use these components with campaigns, membership initiatives, and event initiatives, as well as for prospect management.

This section discusses how to:

  • Define action types for initiatives.

  • Define action contact types for initiatives.

  • Define action status codes for initiatives.

  • Define action results for initiatives.