I'm working with a nonprofit org that is establishing their initial instance of their salesforce platform. I'm curious to know how some other nonprofits manage their Grant stewardship?
• What stages do you use for Grant opportunities?
• Do you use the task features for guidance and follow ups?
• What additional fields have you found useful?
답변 1개
I think the Opportunity Stages for grant management vary by grant manager. Our current ones are:
- Research
- Committed to Pursue
- Solicitation Prep
- LOI Submitted
- Proposal Submitted
- Closed Won
- Closed Lost
- Grant Admin
- Stewardship Completed
