View steps

1. From the Major giving management - Manage Fundraisers and Steps page in Prospects, select the Overdue Steps tab.

2. Select the step you want to view.

3. Select Go to step. The Step page appears, displaying details of the selected step.

   The top of the step page, displays information about the step, such as the plan’s stage and management information.

   The bottom half of the step page, includes two tabs.

4. To return to the Fundraiser and Steps page, select Back.