Manage Overdue Steps

The Overdue Steps tab tracks steps not marked “completed” by the assigned Expected date. The grid displays the Expected date, number of Days overdue, Prospect name, fundraiser responsible for the step (Owner), Objective of the step, Plan type, and Plan stage.

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. For more information about creating plans, see Prospect Plans.

You can select to view overdue steps assigned to members of your team or specific fundraisers. If you select Only show steps owned by this fundraiser, the results include only steps the fundraiser owns and excludes any steps on which the fundraiser appears as an additional solicitor. You can also limit the results to a specific date range and site.