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NPSP Implementation Project
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Section 4

User Stories for this section

Engagement Plans
As a Major Gifts Officer, I need to track moves management on prospects so that we can monitor my effectiveness in managing my portfolio.
Tasks: Section 4
Task
Start Date
End Date
Assigned to
Status
Category
1
Create Test Grant Opportunities with Deliverables
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Not yet started
Learning
2
Create an Engagement Plan Template
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Not yet started
Configuration
3
Create Levels
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Not yet started
Configuration
4
Add an Opportunity at the new Level
​
Not yet started
Learning
5
Recalculate Levels
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Not yet started
Learning
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