Batch Wealth Screening
- The total number of screenings that you have remaining
- Days remaining on trial/contract
You can run a batch screening directly from the Control Panel based on Net Worth and MG EVI. To do so, follow these steps:
- Net worth - Select the minimum Net Worth value of the constituents you would like to screen
- Major Giving EVI (Optional) - Select a minimum MG EVI score of the constituents you would like to screen. This is an optional selection.
- Run Batch Screening
Batch Screenings By Month
Recent Batch Screenings