You identify organisations or individuals as prospects to approach to solicit donations.
These opportunities, also known as Approaches, can be captured and managed effectively and easily in DevMan.
Each approach is linked to the prospect associated with it.
All interactions and research information should be recorded about the prospective donor.
Documents in electronic format such as MS-Word, MS-Excel, PDF, JPG, can be uploaded as a dossier.
Reminders can also be set - these will appear on your home page when due for action.
DevMan allows you to manage the cultivation of prospects using an approach life-cycle or milestone.
Click here to manage your approaches.
Search for and select the project you are seeking funds for. Select Add > Approach.
Once you have captured all the necessary information, Save > Save and close.
To find your approach, you can search for and select the relevant project and go to View > Approaches
Or select Initiatives > Approaches > View approaches.
Click on the appropriate row in the grid.
As you make contact from the prospect approached, you can change the approach status.
You will notice that your new approach will automatically have the status - Identified as prospect.
If your approach was declined or approved, you can change the status. Select Edit then Update status.
Select a new status from the Phase drop-down menu.
If the approach was declined perhaps include a decline reason in the comments box. If approved, add a pledge.
You will receive a Newsflash whenever an approach changes status.