A prospect is an individual who has inquired about a group or been invited to a group via InFellowship. It is the primary responsibility of the group leader to manage prospects; however, group manager can also view &/or manage prospects from FellowshipOne. This visibility into group prospects allows the group admin to ensure all prospects are being worked by the group leaders. Group admins/managers can manage prospects in the following ways:
- View a list of all prospects introduced to groups via InFellowship
- View the status of the prospect & how long they have been an active prospect
- Toggle between Active & Closed prospects
- Leave a comment about a prospect which is visibly to group leaders in InFellowship
- View prospect duration table including the average time a prospect is active & the average time it takes a leader to first contact a prospect
- View communication breakdown table list & graph of communication types most frequently used by leaders
- Delete a prospect
To view/manage prospects in FellowshipOne, follow these steps:
- Click Groups > Groups by Group Type > View All
- Select group
- Click Prospects under Totals
Note: If a prospect is not touched for 30 days, the prospect status will become expired
Updated