Help
The help tab is used to provide general information and instructions to the Advisor.
This information needs to be added by Tides Canada.
MakeWay Foundation
Topics
-
Advisor Portal 11
-
Box Connector 0
-
Campaigns 0
-
Funds 12
- Fund Types and Consolidation
- Fund Roles and Workflows
- Create A Fund
- Open A Fund
- Deactivate and Close A Fund
- What happens to Allocations if I change the Fund or Amount on the Opportunity?
- How to split an opportunity and payment between multiple Funds
- How to select a Fund for a new opportunity
- What is an allocation?
- How to set a default Fund for a Campaign or the entire organization
- Fund Types and Consolidation
- How to Configure Fund Allocations Settings
-
Grants 10
-
Grantee Portal 4
-
Opportunities 37
- 1. Fundraising Role and responsibilities - a) Role
- 1. Fundraising Role and responsibilities - b) Duties
- 1. Fundraising Role and responsibilities - c) Responsibilities
- 1. Fundraising Role and responsibilities - d) Additional approvals
- 2. Identifying and recording revenue opportunities - a) Identify a new revenue opportunities
- 2. Identifying and recording revenue opportunities - b) Submit a prospect idea to the Development team
- 2. Identifying and recording revenue opportunities - c) Create a new opportunity record
- 2. Identifying and recording revenue opportunities - d) Determine the opportunity record type
- 3. Managing and Qualifying prospects - a) View prospect cases in Salesforce
- 3. Managing and Qualifying prospects - b) Record prospect ideas in Salesforce
- 3. Managing and Qualifying prospects - c) Review, manage prospect cases
- 3. Managing and Qualifying prospects - d) Obtain prospect reserch
- 3. Managing and Qualifying prospects - e) Rank prospects
- 3. Managing and Qualifying prospects - f) Qualifying a prospect
- 4. Managing and revenue pipeline - a) Stage
- 4. Managing and revenue pipeline - b) Close Date, Amount, Probability
- 4. Managing and revenue pipeline - c) Allocation & Primary Fund
- 4. Managing and revenue pipeline - d) Payments
- 4. Managing and revenue pipeline - e) Opportunity contact roles
- 5. Tracking financial commitments
- 6. Tracking activities
- 6. Tracking activities - a) Create a task record in Salesforce
- 6. Tracking activities - b) Use Salesforce Lightning for Outlook to sync your e-mail or meetings to Salesforce
- 6. Tracking activities - c) Record meeting or call notes
- 6. Tracking activities - d) Manage documents and files in Salesforce and Box
- 6. Tracking activities - e) Post working files to a task or meeting record
- 6. Tracking activities - f) Save a link to the final version of a document in a task record
- 6. Tracking activities - g) Record a prospect note
- Payments and Payment Allocations
- Matching Gifts and Partial Soft Credits - Overview and Feature Walkthrough
- How to indicate that a donor gift can be potentially matched to a company gift
- How to record a company gift matched to donor gift(s)
- Recalculating soft credits on contact records
- Working with the new contact role view
- Partial Soft Credit Settings
- How to indicate that a company will provide matching gifts
- On-hold Opportunities
-
Processing Payments 8
- Importing Canada Helps Donations
- Creating a "Request for Payment" Document
- Processing a Donation to the TCI Fund (A189)
- Entering an Intra-Company Transfer
- Processing Gift of Securities
- Recording Recognition Name in Salesforce
- Creating a New Thank You Letter Template
- Edit a Fund's Acknowledgment Purpose
-
Reports 0
-
Tasks 0