FlexiQuiz - Admin Certification Module 13 Quiz: Advanced Development Administration

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1. You've identified two main groups you'll be pursuing in your moves management program this year:

People who donated at least $500 at some point, but haven't in the past two years
People who have subscribed at least once in the past two years, but haven't donated in that time frame

What's the best way to track these people in PatronManager and keep track of the efficacy with each group?

Add a "Prospect?" checkbox to the Account record.

Add a custom "Prospect" picklist with "$500+ Donors" and "2+ Subscribers" as value options.

Create a Major Gift record for each of the prospective donors and set the stage to "Researching".

Create two Campaigns, one for each set of prospects

Create a new "Prospect" Contact Record Type and add custom fields like "Next Ask Amount" to the layout.

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