Automation Functions within Prospect Insights

I feel that Prospect Insights and the Prospect Status, Classification, and Ratings are functioning independently of each other, and I think the ability to automate some of the tasks between the two, using action and giving information, would be helpful.

  • Guest
  • Jan 28 2025
  • Reviewed: Voting Open
Prospect Insights
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  • Guest commented
    02 Apr 19:07

    With the use of AI already instituted, why isn't the Prospect Status updated by leveraging the data in Actions and Opportunities? This is a very time consuming change to make on many records. Classification should also be based on the giving and the MG Capacity VALUE to lead the path and make things easier on the population using this information. These all seem like easy fixes especially for those that have signed up to use GC:GO.

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