There may be times when you want to track the potential giving, either in a possibility or in a place in a sales cycles, for your donors or potential donors. Noting a donor record by the amount that they may be able to give is something that you want to do as well. Keeping notes is okay, and our note fields within FundRaiser are searchable and able to be included in groupings. However, there is an easier way that will create a more uniform way of keeping track of this information across your database.
FundRaiser Spark contains 3 spare fields. FundRaiser Select provides for 5, and FundRaiser Professional has unlimited spare fields. Therefore, there’s plenty of room to track the information that you want for your donors.
How would you use a spare field to track donor potential?
The first step would be to create a spare field. You may wish to leave it a text input (for example typing in potential amounts) or a drop down for the place in the sales cycle. Next, you’ll want to make sure you use this field on all your donors or potential donors. You can include the field in groupings for reporting, exporting, or correspondence.
Spare fields make tracking the donor prospect and cycles easier for you and your organization. They allow you to record potential donor activity, and that’s better for your organization’s financial planning and the bottom line.