We are a small non-profit, and we have just implemented Salesforce to manage our donor database. I'm trying to figure out how to make the most Salesforce throughout all our donor processes.
I would like to be able to track activity with major donors. E.g., if we have targeted 10 major donors that we believe are good candidates for $5,000 gifts in 2018, I would like to be able to set those "opportunities" or "leads" up and have staff log all contacts with the accounts. Then I would like to produce a report of the activity for the 10 accounts on a monthly basis so that staff and BOD has visibility into progress.
Can anyone suggest the best way to accomplish my goals?
I thought that one way to do this might be to set up new leads for those donors, then log and report on activity for those leads, but it doesn't seem possible to set up a lead for an existing account.
Thanks!
Ruth
