Hi all,
We're rethinking our opportunity stage pipeline for major gifts and large fundraising events for which we create prospects. We would like to more accurately track where someone is in the "sales" process.
Right now we're using the SF default: Prospecting, Pledged, Posted. At the very least, we need one stage between prospecting and pledged to represent that we are in conversation with someone about their giving.
I'm looking for ideas/suggestions for opportunity stages that would more accurately reflect the lifecycle of these donations.
Here are a few resources I found so far:
https://developer.salesforce.com/page/Nonprofit_Success_-_Donation_Management#Sales_Stageshttp://www.501ctech.org/the-opportunity-cycle-in-salesforce-com-2/Thanks, all!
Jodi
13 Antworten
We also use the "Ask amount" field. I have the page layout configured so that it's next to the description. When we make an ask, I populate both the Ask Amount and the Amount fields with the same value. If the gift is accepted at a different dollar value, I update the Amount field.
