Contacts Overview

Contacts are the records where you may store information about prospects, donors and general contacts. A contact's stage is automatically set by DonorDock, based on a contact's giving history.

A contact can have one of these three stages.

Prospect - Any contact that has no recorded transactions in DonorDock.
Donor - Any contact that has recorded a transaction in the last 24 months.
Lapsed - A lapsed contact is a contact that was previously a donor, but they have not given in the last 24 months.

You may also adjust a contact's stage manually on a contact profile in the options menu.