How to Create a New Plan and Add Steps

If the process of adding steps to a brand new plan seems like a multi-step system, next time try utilizing the steps tab shortcut within your plan screen. This tab allows you to either build steps from scratch or insert a pre-made steps outline.

Step 1: From the prospective donor’s constituent profile, choose the prospect tab and select the plans subtab. Click add and select add major giving plan.

Step 2: In the new window, complete the fields highlighted in yellow. Then, click the steps tab.

Step 3: From the steps tab, choose to build a plan from scratch by clicking insert, or choose a pre-made outline.

By choosing the “Basic Major Giving Prospect Plan” and adding the steps to your outline, a lot of plan information is already added for you. For example, the 4 major stages of a major giving plan are included: qualification, cultivation, solicitation, and stewardship. The first step has also already been set to a pending status. You can customize and edit the outline by inserting new steps or clicking into already populated fields.