Assign constituent, proposal, pledge and review work to the right people.
A Pledge Coordinator prepares the pledge; an Independent Reviewer makes the recorded decision.
Constituent, opportunity, pledge and review records link to an organization. Confirm each team member's scope before importing records.
Try the same opportunity as its owner, reviewer and director to see whether each person can complete only their part.
| Role | Constituent relationships | Funding pipeline | Funding case | Donor pledges and review | Constituent follow-ups | Evidence and receipts |
|---|---|---|---|---|---|---|
| Development Director | View | Edit | Edit | View | — | View |
| Relationship Manager | Edit | Edit | View | View | Edit | View |
| Proposal Coordinator | View | View | Edit | View | Edit | View |
| Pledge Coordinator | View | View | — | Edit | — | Edit |
| Independent Reviewer | — | View | — | Approve | — | Edit |
| Admin | Edit | View | Edit | View | Edit | View |
Owns funding priorities and reviews the opportunity pipeline and outcomes.
Starts on: Pledges awaiting review
Owns constituent contact and advances assigned funding opportunities.
Starts on: Funding pipeline
Prepares the funding case and submission activity for a qualified opportunity.
Starts on: Funding pipeline
Records pledges and keeps their purpose and supporting material together.
Starts on: Pledges awaiting review
Decides a submitted pledge and documents the reason separately from preparation.
Starts on: Pledges awaiting review
Maintains operating organizations, team identities and access configuration.
Start free, then use Proto to change fields, steps and approvals before your team goes live.