Hi! We are working on creating a Prospect Research Rating that is applied after the researcher (me) confirms the wealth screening and reviews the constituent record for data (notes, actions, gifts, engagement score, etc.)
Have you created one? Are you willing to share? How did you track it in your CRM? What are the "I wish I thought of that" moments you had after you started using your rating? I am full of questions...
Thank you for your thoughts.
(edited) To give insight, we want to use this to decide whether to assign a constituent or not. We want it to be defined out yet know the subjectivity that can/will be involved. Currently, we have a spreadsheet with a yes/no/maybe column and want to progress it on and want to ensure we have thought of all the areas we should. Thank you again!