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Cameron University Banner Project
Managing Prospects Notes
Committee/Meeting
Name
Date July 16, 2009
Location
Prospect Management
Time
Convened
Burch Library
Members
Present
Members
Absent
Notes
Topics
AMAINFO
July 1. 2009
1:00 p.m.
Recorder
Time
Terminated
Jennifer Bowen
Jennifer Bowen, Hillary Ashton, Karen Echols, Angela Melton, Anna Swanson, Tina Jensen, Terry Anderson
Discussion, Information
Base Form- Enter general info, how they became a
prospect.
Action Taken, Decisions, Recommendations
First three tabs are required. (General Information,
Ratings, Staff Assignments)
All other tabs are optional (Project and Interest
Areas, External Ratings, Constituents Solicitors,
Research)
Notes in AMAINFO
Need to add to business practice to add name of
the person writing note to the note. The Research
Data tab does show a name
AMACONT
AMACOMT
AMAPROP
Second Form
KCCU could use this form to keep track of
proposals. At this time, foundation will not want to
use this form
ADD TO DOCUMENTATION
ATVPROP- Will need to enter the types of different
proposals you will want to keep track of.
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Topics
APACOMT
AMACOMT
AMACONT
ATVPROP
Cameron University Banner Project
Managing Prospects Notes
Discussion, Information
Use only for class notes and KCCU broadcast
messages
Used for all other comments. This will never be
pulled for class notes.
Used to enter all contacts. We will not use
APACONT
Change ENDOW to Endowed Faculty Proposal
Change ENSCHL to SCHL and make description to
Scholarship
KCCU is covered.
July 1. 2009
Action Taken, Decisions, Recommendations
BUSINESS PROCEDURE CHANGE: WE NEED
TO DOCUMENT AND TRAIN ON THIS!!!!
BUSINESS PROCESS: We also need to lock down
APACONT.