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- Nonprofits CRM
- Process
- Funding outcome and evidence
Funding outcome and evidence
Close a funding opportunity and review the records behind its outcome. 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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Outcome close Development Director
Development Director supplies Won or Lost and a reason to Close Outcome. The workflow changes the opportunity status and writes an operation receipt.
- Record Won or Lost and the closing operation
- Updates Funding opportunities, Operation receipts
-
Evidence review Development Director
Development Director opens relevant attachments, decisions and receipts for the opportunity. Investigate receipts marked Failed or Needs Review.
- Inspect support and exceptions
- Updates Evidence attachments, Review decisions, Operation receipts
-
Next relationship action Relationship Manager
Relationship Manager records a new follow-up if the funder relationship continues after the outcome.
- Keep future contact visible
- Updates Constituent follow ups, Constituents
Who does what
Roles and permissions- Development Director
- , Relationship Manager.
- 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.