Follow-Up Reminders for Prospects That Are Not In A Plan

Follow-Up Reminders for Prospects That Are Not In A Plan

Fundraisers, follow the steps below to view general interactions that are not attached to plans.

If you are a Fundraiser:

  • From the My Fundraiser Page click on the Pending Activity tab, then click the Filters option and select Include general interactions. You can also click on the “Expected Date” column header to sort the list

  • Any regular interaction that you’ve entered will then appear on your Pending Activity tab, from your My Fundraiser page, minus Plan information.


    If you are not a Fundraiser:

    • Use the Development Workspace located in the Fundraising functional area



    • You can choose to Include Completed Interactions if you’d like to see a list of the ones you’ve already completed.


    • You can set your Filter to only look at Interactions.
    • Click into the Type box and select Interactions.
    •  Also, you can further limit your results by keying in “Visit” in the Keyword Search box and click Apply

      When you see text appear in Red Text, this indicates that the Interaction is overdue (another indicator is that the Date Completed” column will be blank).


      Scroll through these and arrive at open pending Interactions