Add Opportunity Status to Prospect Insights

When Reviewing Prospect Insights for Undergiving, we often have opportunities for our gala or radiothon in place and it would be useful to see the statuses of those before adding another Opportunity to address undergiving with major donors.

  • Tara Sawchuk
  • May 29 2025
  • Reviewed: Voting Open
Prospect Insights
  • Attach files
  • Kylee Long commented
    03 Sep 15:43

    Hi everyone!

    We just released a change recently that will allow you to easily see the status of a prospect's existing opportunities from within Prospect Insights. When you select an opportunity for a prospect within one of the queues, a flyout with the entire Opportunity Record will appear where you can view the Status, along with any other information on that opportunity record.

    Check it out and let us know what you think.

    Attachments Open full size

Related ideas