Major donors board

Follow each big prospect from first meeting to the ask to the pledge, with the ask amount, the next step, and who's in charge.

Who does this: Office staff6 steps

Before you start

1
Open the board
Click "People", then "Major donors". Columns: "Identified", "Getting closer", "Ready to ask / asked", "Pledged", "Thanking & keeping close", "Not now".
Each column is a stage.
2
Add someone
Under "Add a prospect" pick the person, the "Ask amount $", the stage, the "Next step" with a date, who's in charge and the campaign. Click "Add to the board". Or click "Add" next to a name in "Biggest givers not on the board yet".
Add a prospect or pick a suggestion.
3
Update a card
Click "Update" on the card. Change the stage, ask, next step and date, notes. Click "Save".
4
The next step
The next step with its date shows on the card — in red when it's past. It also becomes a task for the person in charge.
5
Record the pledge
At "Ready to ask / asked" or "Pledged", click "Record pledge →" to enter the pledge.
6
Your own list
Click "Mine" at the top to see only the people you're in charge of.
Only the people you're in charge of.

From the People list, tick several people and click "Major donors" to add them all.
The stage also shows on the person's profile.

I can't update cards.

You need "edit" access to People. Ask an Owner in Settings → Team & roles.

A next step is red.

Its date has passed. Do it, then set the next step and date and Save.

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