Settings: Prospects - Misc

How to Configure Prospect Sources and Stages

Step 1: Open Settings

Hover over Admin in the menu bar, then click Settings.

Step 2: Configure Prospect Sources

Click the Misc tab, then select Config Prospect Sources.

Step 3: Add or Edit Prospect Sources

This section allows you to record how prospects heard about your Village, such as through the website, a file, or a third-party recommendation.

If you need to add a new prospect source, click New Prospect Source. You can add sources such as Facebook, Instagram, email, or any other source you use to attract prospects.

Step 4: Configure Prospect Stages

Once you have configured your prospect sources, go back to the previous screen and click Configure Prospect Stages.

Step 5: Add or Edit Prospect Stages

Here, you can edit existing prospect stages, such as Contacted Us, Website Registration, or Event Registration.

You can also create a new prospect stage by clicking New Prospect Stage. For example, you could create a stage called Received "Thank You" Letter.