Prospect Help

Church Membership Keeper allows you to mark a record as belonging to a prospective member and track data related to the prospective member. Clicking the "Enter Prospect Information" button goes to the Prospect Layout in CMK. The fields on this layout are described below.

  1. Details - Opens the related Prospect database in which you may track your follow up information in greater detail.
  2. Prospect Status - This is a pop-up menu with several choices (see below for choices).
  3. Initial Contact - Allows you to track how the prospective member first made contact with your church.
  4. Referred By - Enter the name of the person(s) who may have referred the prospective member to the church.
  5. Follow Up Actions - There are three fields set aside for follow up action that show up in the portal to the related record.
  6. Follow Up Dates - Enter the date each follow up action was completed.

  1. Referred By - See item 4 above.
  2. Initial Contact - See item 3 above.
  3. Follow Up Status - When you have completed a follow up item mark the box by clicking on it.
  4. Letters - You may create and store upto three letters to be sent out to prospects. Simply click on the button of the letter you want to send. For example, your church may send out a letter thanking the person for worshipping with you.
  5. Action Completed - Enter the date each action was completed.
  6. Action Completed - Enter a brief description of the action taken.

The two fields shown above contain check boxes that allow you to specify a person's prospect status and interests. You can search on these fields when planning specific outreach activities. The selections in both fields may be modified by clicking in the fields shown below the check boxes.

Additional Contacts - Space is provided to add addional contact information beyond the three listed above.

Note - Add any special notes in this field.

Send comments, questions, bug reports or suggestions to .

© 2000-2002 Rev. Glenn A. Lucas. All rights reserved.