What is the qualification feature and how do I use it?

Beyond lead scoring and gift consideration, we realize there is a lot of manual qualification that you and your team complete.

All user types (admin and standard) can now manually qualify supporters. By default, supporters will show as Pending Review, but can be updated to Qualified (thumbs up) or Unqualified (thumbs down). Changes you make will allow other dashboard users to see qualification status, as well.

If you want to see all your Qualified, Unqualified or leads Pending Review, simply use the Qualification filter.

Get the book!

Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?

Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?

Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?

Then this book is for you.

Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.

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