How to personalize your prospecting experience

 

Oftentimes, a single search can yield many nonprofits that you would like to investigate further as a prospect—which is great! However, you might not have the time to go through each and every nonprofit profile. Since the data is updated daily, you can be assured you’re getting the most up-to-date information, regardless of when you come back to it.

You can also save searches with more complicated filters that deliver nonprofit results for a specific need. This way, you won’t need to worry about remembering every detail.

Organizing your prospects into lists on your dashboard at the beginning will save you time. Save your prospect lists in a way that helps you and lets you refer back to them later. For example, you can save nonprofits you work with for quick verification, nonprofits in your area, or nonprofits your peers are funding.

 

Next: How to build connections with nonprofits →