Amicus - Prospect identification, ratings and due diligence BeginnersPrerequisites
This course covers the prospect management functionality within Amicus:
- Identifying a prospect
- Adding and editing wealth ratings
- Adding due diligence data
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.
You must complete the following online courses prior to attending this course:
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 |
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
Two hours
Booking / availability