I have created 2 new custom fields on the Prospect Tab.
- PG Stage
This is a searchable, drop down field that will be used to track and group Planned Giving Donors through the planned giving process.
- Survey Responses
This does not need to be searchable. This is a text field that will serve as a place to store any relevant responses to the MGF survey that may need to be referenced at a later date for cultivation purposes.