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.**Note that plans in a qualification stage do not require an opportunity.  Plans may “begin” at any stage, but as a prospect moves into cultivation or solicitation stage, then the plan manager must include the opportunity information.

If you have any questions regarding this change, please reach out to the Prospect Management team.