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Instructor-led course

Provided by: Amicus Training


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Amicus - Prospect identification, ratings and due diligence
BeginnersPrerequisites


Description

This course covers the prospect management functionality within Amicus:

  • Identifying a prospect in Amicus
  • Wealth ratings in Amicus
  • Due diligence data in Amicus
Target audience

This course is suitable for staff directly involved with fundraising within the development and alumni relations staff of CUDAR and Colleges who have fully migrated to Amicus.

Prerequisites

You must complete the following online courses prior to attending this course:

Format

Presentation

User guides related to this course

All user guides are available online via the Amicus Support Area. However, if you would like to print a copy of the procedure to bring with you and make notes, please follow the link below.

Duration

One hour

Theme
Amicus rollout programme Sept-Oct 2017

Events available