Amicus for Fundraisers and Prospect Information Team New
Description
Following completion of the Amicus Basics course, this session will give you detailed knowledge of:
- Information held at prospect level
- How to create and edit the solicitation workflow stages
- What good looks like for contact reports
- How to access and create contact reports from your phone or tablet
- Wealth ratings and prospect research tools
Target audience
Please check your Amicus training email to ensure you are eligible for this course. If you are not eligible but would like to attend, please contact Sam Grimley or Will Dixon.
Prerequisites
You must complete the following course prior to attending this session:
- Amicus Basics
Duration
One full day
Events available