Pipeline View – Track CRM "Opportunities" and Funnel | Voters

Pipeline View – Track CRM "Opportunities" and Funnel

David White

Set up a pipeline view, where opportunities can be created and moved down a funnel like you can in Hubspot or ActiveCampaign.

Created by Amber Ferrero

September 22, 2021

Nick Mracek

This would be great to track deals and opportunities that aren't full fledge "Pledges" yet. Like I'm talking to a donor who is interested in making a large donation, but it's not finalized yet. I still need to call, email, meet, tasks to follow up with this deal.

Ronaelle Perillo

I would like to see a way that at a glance I know who I need to follow up with that day by being able to add a future call or email and then those tasks show up in a dashboard or column on Contacts so that I can better manage my interaction with sponsors and donors without missing follow ups.

Michael Butler

I would love this. I am used to a CRM with an appeals process so that I can see everyone in a particular fundraising process. I can move people through and even communicate with certain people who may still need to give. It's super helpful now that letters are a new functionality. This would be incredible!