Note: The ability to create multiple research projects is for Premium and Enterprise subscribers only.
With Impala for Fundraisers, you can create multiple prospect lists depending on your needs. For example, you can have a list for general operating support and another for a specific program's needs.
Each prospect list has its own set of prospecting criteria and funder suggestions. Any previous work under a different list is saved for that list.
For an explanation on Prospecting Criteria, including how to set or edit them, see here.
Step 1
From the homepage, select the dropdown under the Manage my prospect list section and select +New prospect list.
You can also create a new list from the Lists tab, or by clicking into the Active Prospect List dropdown and selecting +New prospect list.
Each prospect list will generate a fresh set of prospect suggestions. Whatever active prospect list you’ve selected will be the one that your suggestions will flow into when added to a list.
Step 2
Give your new prospect list a name, color, and description. Click Next step to create your list.
You will then need to set the prospecting criteria for this list. For instructions on setting your prospecting criteria, see here.
Step 3
You now have a new prospect list! You can head into your Prospects suggested for you lists to start adding funders to the new prospect list.
To toggle between lists, just click the dropdown menu under the Manage my prospect list and select the prospect list you want to work on. Or click into the Active Prospect List dropdown in the upper right corner of the screen.
