Add a step

1. On the Funding request page, on the Steps tab, select Add step. The Add a step screen appears.

2. In the Objective field, enter the purpose for the step.

3. In the Owner field, 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.

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

5. In the Status field, select whether the step is planned, pending, or completed.

6. In the Expected date field, enter the due date for the step.

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

8. In Comment, enter additional information about the step.

9. In the Additional solicitors grid, enter each fundraiser you want to assist with the step. You can select only constituents with a “Fundraiser” constituency as solicitors on the request.

10. Step three In he Contact method field, enter the type of contact required for this step.

    If your organization defines categories and subcategories for contact types, you can enter this information in the Category and Subcategory fields.

11. In the Participants grid, enter each participant you want to assist with the step. You can select participants without the Fundraiser constituency on the constituent record.

12. Select Save. You return to the Steps tab.