Mark Constituents as Qualified through Prospect Insights Tile

It would be very convenient to be able to mark a constituent as qualified or to dismiss them via the tile on their constituent record. Currently the only way to mark a candidate as qualified or not is by sifting through the Untapped Candidates list line by line which can be grossly inefficient (we have a large database so our list started with over 3,000 candidates). A person can access a constituent's entry in Prospect Insights via the link on the tile, but the page it takes us to does not have the option to mark them as qualified.

  • Guest
  • Jun 27 2025
  • Reviewed: Voting Open
Prospect Insights
  • Attach files
  • Kristen Reagan commented
    06 Mar 16:32

    Exactly this! This would be especially helpful if a husband, for example, I'm reviewing and decide to dismiss, and want to do the same for the wife, but cannot as she is not showing up near him on the "untapped candidates' queue list. Then later on I may at some point have to review her again to realize I already dismissed the husband as a MG prospect at a previous date.

    Attachments Open full size

Related ideas