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- Nonprofits CRM
- Process
- Opportunity qualification and proposal
Opportunity qualification and proposal
Move a funding opportunity from New through qualification to Proposal with a recorded activity. The team should begin with a real constituent, follow the named records and inspect the resulting evidence after each action. Keep the owner of each step visible so a status change does not hide who made the decision.
Step by step
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Opportunity qualification Relationship Manager
Relationship Manager runs Qualify Opportunity on a New case. The workflow logs a qualification activity, changes the opportunity to Qualified and writes an operation receipt.
- Status: New → Qualified with activity and receipt
- Updates Funding opportunities, Constituent follow ups, Operation receipts
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Funding case Proposal Coordinator
Proposal Coordinator adds the funding items, quantity and unit amount to the opportunity. Link a program where it belongs.
- Describe the actual ask
- Updates Funding case lines, Funding programs, Funding opportunities
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Proposal submission Proposal Coordinator
Proposal Coordinator prepares the case before qualification completes. Qualified status triggers Submit Proposal, which logs an email activity, moves the case to Proposal and writes an operation receipt. Confirm external delivery separately.
- Status: Qualified → Proposal with email activity and receipt
- Updates Funding opportunities, Constituent follow ups, Operation receipts
Who does what
Roles and permissions- Relationship Manager
- , Proposal Coordinator.
- These roles divide preparation, action and review for this process.
- Admin
- Sets access to match the team’s assignments and confirms it on a real case.
Set up Nonprofits CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.