BBEC Prospect Management/Fundraiser's Essentials
If you are new to managing prospects in BBEC or would like a refresher on BBEC's prospect management capabilities, join us for BBEC Fundraising Essentials training.
After attending this presentation, you will be able to:
- Understand who are Prospects and how to add a Prospect in BBEC
- Know when and how to enter a Plan and Opportunity
- Know how to manage Plan steps
- Understand when to add an Interaction vs. Documentation
- Know how to update Capacity and Inclination for a Prospect
Prerequisite: Constituent Essentials
Melody Leferman, IS&T APPLICATIONS - Knowledge Management
Wednesday, August 11, 2021 from 11:00 AM to 12:00 PM
Online - Zoom Meeting