The Prospect List Dashboard includes the following fields:

  • Solicitor name
  • Number of prospects
  • Total goal
  • Total proposal amount
  • Prospect name
  • Prospect classification
  • Prospect status
  • Solicitor goal
  • Last Action
  • Next Action
  • Campaign
  • Fund
  • Ask date
  • Funded Amount
  • Proposal
You can find the Prospect List Dashboard in the Dashboard module.  You can also add the Prospect List Dashboard to your Home Page.