n/a

The default MPD phase for a new contact. However, you should move your contacts into another phase as quickly as possible. If this contact is a person you do not intend to ask to join your team, you should move them to #100, “Never Ask”

Never Contacted

The typical starting place for a new contact. Ideally, most contacts will move through these early phases rapidly!

Ask in Future

As a contact moves through the phases, you will typically start them with Ask in Future. Also, a contact may have requested that you contact them again “at a later date”.

Call for Appt

You have initiated some form of ‘contact’ with your ‘contact’ and now need to follow up on it. For example, you may have sent a letter and now need to follow it up with a phone call.

Appt Scheduled

Obvious.

Call for Decision

The appointment or phone call has occurred, and now you need to follow it up (soon) for a decision.

This is the "decision line". Contacts above this line have not made a decision,
while those in the phases below have made a decision.

PARTNER-Financial

This contact is a regular giver; their giving will be automatically checked against their pledge, and you will be alerted when they give an amount greater than their pledge.

PARTNER-Special

This giver does not have a regular pledge. When they give, you will be alerted to send a thank you.

PARTNER-Pray

A contact who has committed to praying regularly for your ministry.

Not Interested

This person has been contacted and has indicated a desire not to be a part of your ministry.

Never Ask

You do not intend to ask this person to join your team. They may be a family member who gets your newsletter but is not interested in your ministry per se. Or they may be deceased.