Amicus - Prospect identification, ratings and due diligence BeginnersPrerequisites
Fri 15 Sep 2017
CANCELLED
Description
This course covers the prospect management functionality within Amicus:
- Identifying a prospect
- Adding and editing wealth ratings
- Adding due diligence data
Target audience
This course is suitable for staff directly involved with fundraising within the development and alumni relations staff of CUDAR and Colleges who have fully migrated to Amicus.
Prerequisites
You must complete the following online courses prior to attending this course:
Sessions
Number of sessions: 1
| # | Date | Time | Venue | Trainers | |
|---|---|---|---|---|---|
| 1 | Fri 15 Sep 2017 13:00 - 15:00 | 13:00 - 15:00 | Cambridge University Development and Alumni Relations, Training Room Suite 2 | map | Martyn Clay, Rebecca Reid |
Course Documentation
Please find the relevant course documentation here:
- https://www.vle.cam.ac.uk/pluginfile.php/10077321/mod_resource/content/1/Prospect%20Identification%20and%20Wealth%20Ratings.pdf
- https://www.vle.cam.ac.uk/pluginfile.php/10077271/mod_resource/content/1/Creating%20a%20due%20diligence%20record.pdf
Duration
Two hours
Theme
Amicus rollout programme Sept-Oct 2017
Booking / availability