Mark Pending Step Complete

From the Pending Activity tab in a fundraiser, you can mark a selected fundraiser’s “pending” step as “complete”.

Note: Steps are measures taken in a Prospects cultivation plan. Often times steps are interactions the fundraiser has with the prospect. For example, steps in your Prospects plan may include meetings, phone calls, letters.

  1. From the fundraiser, select the Pending Activity tab.

  2. In the grid, select an step you want to mark as Complete.

  3. Select the drop-down arrow next to Steps and select Mark complete.

  4. In the Date field, today’s date defaults. If the completion date is different from today’s date, enter the date on which the step was completed.

  5. In the Status field, select a new status for the completed step.

  6. Select Save. The step you changed to Complete no longer displays on the tab.