• Create a Constituent Profile
     
    • On the Profile Contents tab choose one the appropriate prospect options:
     
       
      • Prospect Ratings: Ratings that came from Prospect Point (Major Gift Likelihood, Target Gift Range etc.)
       
      • Financial Data:Information brought back in WealthPoint (Real Estate, Stocks, etc.)
       
      • Prospect Information:This includes general prospect information; Classification, Status, etc.
       
      • Process the report as normal