Prospect Management

Attention Fundraisers! New “Research” tab on prospect records!

There’s a new “Research” tab on prospect records in GAIL! GAIL has a new “Research” tab which consolidates into one place the information presently appearing in different areas of the database. The new Research Tab reflects pertinent modeling score/rating information, prequalification notes, profile information, and research-confirmed assets: real estate, businesses, securities, wealth indicators, income/compensation, and […]

By Cindy Bond | Blog . News . Prospect Management
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Alumni Association to Utilize Prospect Plans

The Alumni Association staff will soon begin to utilize GAIL’s prospect management tools for their engagement plans. You will begin seeing new prospect plans appear possibly on some existing assigned prospects.  These plans will be used for managing their engagement plans with Chapter Leaders, SAA, Past AA Presidents, etc., rather than for fundraising specifically.  There […]

By Cindy Bond | Blog . Front Page . Prospect Management
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Qualifications Have Moved from Plan Type to Plan Stage

In an effort to streamline and simplify, Prospect Management has disabled the qualification plan type for use going forward and instead will rely on a Qualification step/stage within any gift plan.  The most recently completed or next pending step determines a plan’s stage.

By Leslie West | Blog . Front Page . Prospect Management
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How to Create a New Plan and Add Steps

If the process of adding steps to a brand new plan seems like a multi-step system, next time try utilizing the steps tab shortcut within your plan screen. This tab allows you to either build steps from scratch or insert a pre-made steps outline.

By Leslie West | Blog . Front Page . Prospect Management
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Coming Soon: New GAIL Training Classes

Starting in October, the office of Client Services will begin offering two new training classes. These courses will be targeted towards student workers and support staff.

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Fundraiser Navigation Shortcuts

Several shortcut hyperlinks have been added in GAIL to aid fundraisers and provide quicker navigation between prospects of groups, my fundraiser pages, and constituent records.

By Leslie West | Blog . News . Prospect Management
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Reactivating Members of Your “Prospects of” Group

If you’re a fundraiser, you may have noticed your “Prospects of” group removing constituents from your members tab. When GAIL thinks a constituent is no longer on your radar as a prospect, it will attempt to clean-up your members tab by adding an end-date to the prospect.   Why do prospects become end dated in […]

By Leslie West | Blog . News . Prospect Management
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2018 GAIL Survey Results: Part 2

Survey says! Part two of the GAIL survey summary is here!   We read through all (yes ALL) of your feedback, suggestions, and questions and have complied a list of responses. These responses include helpful hints, troubleshooting advice, and brand new enhancements. If you have any questions regarding one of the survey responses, please email […]

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Ideas, Suggestions and Wish List

Do you have any enhancement ideas you’d like to see in GAIL or Advizor? Or you wish it would do ‘x’? If so, we are eager to hear them. While we cannot promise immediate solutions, the Office of Client Services will consult with our internal teams to find out how we might be able to […]

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Prospect Plan Dashboard

A new Plan Dashboard has been added as a new tab inside your Prospect Plans which comes from an idea shared with us from the Law School as something that would be very helpful for their development officers.  The information that displays on this new tab actually comes from the Contact Reports which include more […]

By Cindy Bond | Blog . News . Prospect Management
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