View Steps Completed

The Steps Completed tab tracks information about completed prospect steps both statistically - using the data displayed in the grids on the left side of the screen - and graphically.

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 completed 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.

The first grid and graph display completed steps based on the step type (meeting, phone call). Any additional grids and graphs display completed steps based on the plan. For example, if your organization completed steps for both major giving and planned giving plans, a grid and graph appears for each plan. If your organization completed steps for just the major giving plan, only one grid and graph appear for major giving.

To see information about a specific step, select the number link in the Steps column. The Prospect Steps page appears. For more information about the Prospect Steps page, see Track Prospect Steps.

Note: For more information about plans, see Prospect Plans.