Assigning/Qualifying Donors from Prospect Insights

How can we get donors into the “Prospect Insights” pool to qualify and assign them? When accessing a donor’s prospect insight from the donor record in NXT, there in no way to mark them as “Qualified” and the “+ Add Fundrasier” button is not active.

This came from our VP of Philanthropy when working in Prospect Insights found she had to go out of that to make assignments.


  • JoAnn Strommen
  • Jun 27 2025
  • Reviewed: Voting Open
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