Prospect Management

Apr
19

UGA Score and Campaign Giving Info Tiles

Recently, the new UGA Score was unveiled to assist in fundraising efforts and prospect identification and research. This new score can now be added to a constituent’s profile as an […]

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Mar
27

Interactions: Contact Method Dictionary

Taken from Chapter 7 of the Prospect Management Policies & Procedures Guide manual from February 21, 2019. 7 Interactions Interactions serve as a way to transparently track the University’s contact […]

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Jan
07

New “Add a proposal” form

There is a new “Add Proposal” form that combines multiple Plan and Opportunity setup actions into one seamless process.  The interactive “Add Proposal” form guides users through only the required […]

By Cindy Bond | Blog . News . Prospect Management
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Dec
14

Research Request Tab: “Requested On” Column

If you’re a fundraiser, the Research Request sub-tab on your constituent profile shows a list of all the research requests you have made. This provides a nice way to keep […]

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Dec
12

Editing Opportunities from the Pending Activity Tab

If you’re a fundraiser, the fundraiser tab on your constituent profile houses a great tool: your pending activity page. Here you can see your list of pending plan steps and […]

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Oct
26

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 […]

By Cindy Bond | Blog . News . Prospect Management
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Oct
22

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 […]

By Cindy Bond | Blog . Front Page . Prospect Management
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Sep
18

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.  […]

By Leslie West | Blog . Front Page . Prospect Management
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Aug
19

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 […]

By Leslie West | Blog . Front Page . Prospect Management
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Aug
19

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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