Preliminary figure for planning purposes. This signifies that the prospect is in cultivation. Most plans will have an unqualified opportunity at creation.

A contact report added to a plan that does not complete a plan step.

Total number of individuals or businesses that might be included in a mailing list, or all those who meet a set of specifications. – Overall pool of records that could be included in marketing effort; Sets initial limits.

A batch that is still in process of being entered in the constituent system but records are not updated.

Similar to the Data Support Sheet in Advise. This report allows you to choose which information about the constituent you wish to view. The report can be saved in several formats and edited once it has been downloaded.