Add Step to Plan Associated with Pending Steps

From the Pending Activity tab in a fundraiser, you can add additional steps to selected plans.

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. Select the plan to which you want to add a step. For example, if you want to add a step to the Major Giving plan, locate a step associated with the Major Giving plan type.

  3. Select the drop-down arrow next to Prospect plan and select Add step. The Add a step screen appears.

  4. Enter the necessary information.

  5. Select Save to save the step and return to the Pending Activity tab.

You define your new step on the Add step screen.

Screen Item

Description

Objective

The purpose for the interaction.

Owner

Select the binoculars to access a search screen and assign a fundraiser to the interaction.

Stage

Select the stage of the interaction: cultivation, solicitation

Status

Select the status of the interaction: completed, not completed.

Expected date

Enter the date you expect the interaction to take place.

Actual date

If you change the status of the step to “completed,” you can enter the date the interaction occurred.

Comment

Enter any additional information you want to include with the step.

Additional solicitors

Enter any additional solicitors to assign to the step. These solicitors also receive credit for the interaction.

Interaction

Enter the contact method to use for this interaction. You can also select a category or subcategory for the interaction.

Participants

Enter all prospects that will participate in this step. This is especially helpful if you are working with a constituent group prospect.