The Current Capability Score screen displays, as shown below.
Capability Scores allow you to assign donation information based on the percentage chance that the donor/prospect will donate. This helps solicitors judge the ‘donation strength’ of their assigned donors/prospects.
To edit a Prospect’s Capability Scores:
1. From the Donor Information task category in Donor360®, click Capability/Inclination Scores task.
The Current Capability Score screen displays, as shown below.
2. Click Add.
A new Capability Score is entered into the table and the Details fields are enabled.
3. Select the Capability from the drop-down.
This is the capability that the Prospect has to donate. This could be represented by a phrase or a specific amount of money. For example, GOOD or $250k. Values in the drop-down are populated based on the non-fixed codes defined for the FND "CAPABILITY" system type.
4. If necessary, select the Inclination from the drop-down.
This is the inclination that the Prospect has to donate. This is usually represented by a Hot/Warm/Cold description. A Prospect is Hot when he or she is most likely to donate. Values in the drop-down are populated based on the non-fixed codes defined for the FND "INCLINATION" system type.
5. If necessary, select the Assigned Capability Score from the drop-down.
Values in the drop-down are populated based on the non-fixed codes defined for the FND "CAPABILITY_SCORE" system type.
6. Select the Calculated Capability Score from the drop-down.
Values in the drop-down are populated based on the non-fixed codes defined for the FND "CAPABILITY_SCORE" system type.
7. Select the Date From from the drop-down.
8. Select the Date To from the drop-down.
9. Enter in any comments in the Comments text box.
10. Check the Active checkbox if you want the Capability Score to show on the Prospect Moves Plan Management screen.
11. If necessary, repeat the above steps.
12. Click Save and Close.
Click the Main Page link to return the overview donor information screen.