Home > Fundraising Pipeline
The Fundraising Pipeline shows Pledges and Targets with an outstanding amount greater than zero.
To open it, go to Tools > Fundraising Pipeline.
Use the filters at the top of the page to view Pledges, Targets, or both. You can also filter by User or select All to view all users.
The table shows:
- Entity Name
- Pledge Amount
- Pledge Date
- Notes
- Contact Info
- Most Recent Communication
Hover over the Most Recent Communication date to see more details.
The sidebar totals update automatically based on your filters and any changes made on the page.
To write off a Pledge or Target, click the hotdog menu for that row and select Write-off. The row will be hidden from the Fundraising Pipeline, and the sidebar totals will update.
