Causeview's Pledge Manager enables you to build a pledge plan with your donor. During the proposal phase, you can set up planned installment amounts, dates and which funds they wish to allocate their pledge towards. Once you receive a firm commitment on the pledge, simply make the required changes to the plan and set the status to "Closed Won". Then, you're all set to start receiving payments.
How to Create a New Pledge Opportunity
A new Pledge Opportunity can be created from a contact (donor), an account (organization) or from the Opportunity tab.
- Creating a Pledge Opportunity from the Contact record
- Creating a Pledge Opportunity from the Account record
- Creating a Pledge Opportunity from the Opportunity tab
Creating a Pledge Opportunity from a Contact Record
Navigate to the contact record and click on Create New Opportunity from the Pledge Details related list.
Fill in the details of the Pledge Opportunity such as the Opportunity Name, Amount, Close Date and Stage. Click on Save.
Creating a Pledge Opportunity from an Account Record
Navigate to the account record and click on Create New Opportunity from the Pledge Details related list.
Fill in the details of the Pledge Opportunity such as the Opportunity Name, Amount, Close Date and Stage. Click on Save.
Creating a Pledge Opportunity from the Opportunity Tab
Navigate to the Opportunity Tab and click on New.
Now you have the knowledge to create a new Pledge Opportunity from a contact (donor), an account (organization) or from the Opportunity tab.
Comments
0 comments
Please sign in to leave a comment.