Automate Prospect Stages with Workflow
It would be great to have Workflow work to automate prospect stages. For instance, when a fundraiser records an Action of a certain type and/or updates an opportunity, the prospect status could be updated as part of the workflow.
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Jennifer Vincent
- Apr 27 2020
- Reviewed: Voting Open
Related ideas
Agreed! Also take a step further to include linking gift to update stage.
Also create a "dependable" that when an action from a workflow is marked as completed the stage can be updated. Example: submit proposal is completed- status moves to solicitation. 6 month stewardship report completed- Status moves to closed.
AND lastly, when an opportunity status moves to closed- you are prompted to "would you like to create a new Opportunity?"
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This is neat idea, as long as it's customizable and something that users can turn off and on. (Some orgs don't tie their prospect status to their action types.) But yes, for us, this is a CONSTANT audit area. Gift officers have to remember to 1) add the action 2) update the opportunity 3) update the prospect status. It's a LOT.
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Such a good idea! That would be a great way to ensure data is clean.
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