Track prospective funders from first identification to qualification, then work the applications and bids that come from them. Its four pages are listed in the sidebar under Fundraising Pipeline:
- Funnel: organisations and people you’re cultivating. See Manage your fundraising funnel.
- Pipeline: live applications and bids, called opportunities. See Manage opportunities.
- Stewardship: not built yet. The page shows “Not built yet” and has nothing you can use.
- Pipeline settings: pipeline stages, and the Sources and Opportunity types offered in the funnel. See Pipeline settings.
If you can’t see Fundraising Pipeline in the sidebar, it may not be switched on for your beehive; ask your administrator. Each page has its own permissions, listed at the start of each guide.