Creating a new Prospect List

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.

Different lists use the same Prospecting Criteria but reset your suggested prospects. 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 List. 

Each prospect list will generate a fresh set of prospect suggestions. Whatever 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 Create to save your list.

Step 3

You now have a new 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.