Overview
The Action Plans tab allows you to view and update all your major giving action plans in one place, helping you stay organized and on top of your major giving strategy.
Step 1: Access the Action Plans tab
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Open the Major Giving Portfolio
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Click on the "Action plans" tab at the top of the page
Step 2: Review your Performance Summary
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At the top of the page, view the Performance Summary for plans assigned to the selected Portfolio Owner
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Use the dropdown to change the Portfolio Owner if needed
Step 3: Filter and search for action plans
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Click to open the filters
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Select your desired filters (by default, Completed plans are not shown)
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You can add "Completed" to your Status filters if you wish to include those plans
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Adjust how many results you see at once using the settings at the bottom of the page
Step 4: Sort and update individual action plans
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Sort results by clicking any column header (toggle through ascending, descending, or no sort)
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To update a plan or contact a donor, click the Action dropdown menu to the right of the contact name
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Select options like "Send email" (which will automatically BCC your Personal Email to Notes address if set up)
Step 5: Make bulk edits (if needed)
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Use the checkboxes to select multiple action plans
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Click "Edit Action Plan" to make changes to all selected plans
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When edits are complete, you'll be alerted via the notification bell
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Download a report for any action plans that may not have updated due to validation errors
What else do you need help with?
- Understanding Major Giving Portfolio
- How do I use the Cultivate tab?
- How do I use the Prospect Queue?
- How do I set up Personal Email to Notes?