Add a Step Screen

Objective

Enter the purpose for the step.

Owner

The primary manager's name for the funding plan defaults automatically. To enter a different name, select the magnifying glass. You can select only constituents with a Fundraiser constituency as the step owner.

Stage

Enter the stage of the request associated with this step. For example, you can enter “Identification” or “Proposal.”

Status

Select whether the step is planned, pending, or completed.

Expected date

Enter a due date for the step.

Actual date

When you select “Completed” in the Status field, the f ield enables. In this field, enter the step completion date. When the step status is “Planned” or “Pending,” the field is disabled.

Comment

Enter any additional information about the step.

Additional solicitors

Enter each fundraiser you want to assist with this step. You can select only constituents with a Fundraiser constituency as a step solicitor.

Interaction

Enter the type of contact required for this step in the Contact method field. If your organization defines categories and subcategories for contact types, you can enter this information in the Category and Subcategory fields.

Participants

Enter each constituent you want to assist with this step. You can select participants without the Fundraiser constituency on the constituent record.