thankQ Help
Examples of Stage and Status values that could be setup under lookup values are shown in the following table:
Stage |
Status |
Comment |
Candidate |
New |
This prospect is a new Candidate prospect. |
Can Give Over 1 Millon |
•Hot List •Warm List |
|
Interest |
|
|
Research |
|
|
Cultivate |
|
|
Cultivate KIV |
•Incompatible Interests •No wealth |
|
Cultivate Hot |
|
|
Ask |
•Within a month •Meeting Confirmed •Meeting Cancelled – rearrange •Meeting with additional staff |
|
Negotiate |
•Ongoing •Suspended •Park and Wait |
|
No Gift |
•Wrong project •Wrong time •Wrong amount •Problem with institution |
|
Stewardship |
|
|
