Allow us to link actions to multiple opportunities.

We have had a few occasions where a solicitation or verbal pledge for a donor has been blended between two proposals, or a donor simultaneously ends / declines one proposal and leaves an opening for a new one.

In addition to using proposals to track our moves management and solicitation actions, we also use them to track our projections to certain funds & purposes; thus, it's important the funds/purposes expected amounts remain separate but the actions can overlap.

  • Crystal Shreve
  • Apr 25 2019
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  • Savanna Hanson commented
    April 23, 2020 22:24

    I run into this all the time with grants - many meetings address current funding as well as upcoming opportunities/renewals, with much of the information co-mingled/relevant to both opportunities.