Tags

Tags (referred to as Categories in earlier versions) are one of the most important features in Prospect Visual. Tags are responsible for managing groups of contacts. One contact can be assigned to multiple Tags based on the organization’s specific needs.

Once the Tags are created, many mapping and connection functionalities are available to exert maximum benefit from Prospect Visual. Below are examples of popular Tags used by many users:
  • Board / Trustees
  • Major gift donors
  • Portfolios
  • Alumni (general or by program) - For Universities
  • Interest groups
  • Discovered prospects
  • Friends of the organization
  • Volunteers
  • Parents of patients - For Hospitals
  • Event attendees

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