Donor Database

Opportunities Settings

Specify the number of days before the due date where the prospect with be coloured as a warning.

The default process is:

  • Not Started
  • Make Initial Contact
  • Qualify Interests
  • Analyze Requirements
  • Proposal Development
  • Presentation
  • Customer Review
  • Negotiation
  • Contract Signing
  • Complete

You can define your own process. Define up to ten steps from initiation to completion.