Action lists for a subset of Constituents by Prospect Management Classification

Karen McCue · April 13

Our Prospects are Classified in the Prospect Management area and I would like to report on Actions for our top prospect classifications, but the Action Query does not list the Prospect Classification as an available Criteria field

Delphine Rocher-Lewis · April 14

I had the same issue recently but with Prospect status, which is also unavailable in the Action Query. Seems like it could be a good idea for the Idea Bank!!

Karen Diener · April 14

Without knowing enough about how your Action structure or what you ultimately need to report, it sounds like starting with a constituent query may be a better approach.

Action lists for a subset of Constituents by Prospect Management Classification

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