Date post: | 24-Jan-2015 |
Category: |
Technology |
Upload: | agilon-llc |
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Agilon
Keep you Prospect Ratings Current with WealthEngine
Prospect Management is about people and relationships, not data entry. Agilon has simplified prospect management, so
you can easily move a donor from one solicitation level to the next. Moves Management is fully automated to help you
run prospect reports. Whether you're
putting together a prospect research
report, or you're adding your contact
report notes, the prospects
module can make your life easier.
Features:
• Direct Access – With a click
of the mouse you can view,
integrate or update
WealthEngine results within
One; neither an additional login
to FindWealth Online nor data
entry is required.
• Built-In Templates – Reduce time spent on creating custom export files.
built-in WealthEngine template for batch
• Import Tools –Seamlessly integrate
import by selecting specific WealthEngine data.
System Requirements:
Vendor: Agilon
Product: One
Add-Ons: Prospect
tings Current with WealthEngine:
Prospect Management is about people and relationships, not data entry. Agilon has simplified prospect management, so
you can easily move a donor from one solicitation level to the next. Moves Management is fully automated to help you
Reduce time spent on creating custom export files. Streamline your e
in WealthEngine template for batch screenings.
Seamlessly integrate batch screening results using a built-in standard template,
ealthEngine data.
• Wealth Tracking
prospect’s wealth and capacity by viewing
both historic and real
information.
• Profile Storage
Word profiles from FindWealth
upload them to One
editing.
System Requirements:
Agilon
One
Prospects Module
Prospect Management is about people and relationships, not data entry. Agilon has simplified prospect management, so
you can easily move a donor from one solicitation level to the next. Moves Management is fully automated to help you
your efforts by using the
in standard template, or customize the
Wealth Tracking – Track a
prospect’s wealth and capacity by viewing
historic and real-time hard asset
Storage– Create PDF or MS
profiles from FindWealth Online and
upload them to One for easy access and