Use this fundraising tool to track your prospect cultivation, from identification of potential donors through to contract approval and pledging.
•Systematize the fundraising cycle by tracking key milestones achieved.
•Ringfence prospects under approach.
•Group all interactions related to the ask.
•Attach proposals, contracts and other supporting documents.
•Automate progress report due and other notifications.
Add an approach
Approaches can be accessed and viewed from a number of places on DevMan.
•From the Initiatives home page - use inline search, or select Approaches > View approaches.
•From a person, organisation or project profile, select View > Approaches and click through to view the details.
Click on the appropriate row in the grid results to view the details.
View by status by selecting from the drop-down menu.
Update approach status
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