In This Article:

    Cultivation Overview

    In This Article:

      Salsa CRM Cultivation is a step-based project management tool. Cultivation allows you to configure your own Processes, where a "Process" is any goal-oriented, multi-step program.  

      For instance, you may have a "Major Gift" process, a "Grant" process, a "Volunteer Training" process, and a "Client Rehabilitation" process.  You may define any number of Phases for each Process, with an estimated time to complete each phase. For instance, your "Major Gift" process may include phases for: 

      1.  Identify high-potential donors
      2.  Obtain wealth information/giving potential
      3.  Identify people who know these donors (e.g., "Natural Partners")
      4.  Make initial contact

      Cultivation_Configure.png

      Cultivation Workflow

      Cultivation_Workflow.png

      Workflow Notes

      The first step in using Salsa CRM Cultivation is to configure a process. The next step is to add a Cultivation process to the constituent's record.

      NOTE: In order to work with the Cultivation feature you must be assigned the appropriate permissions by your System Administrator.  The Manage Menu will list the features that the user has been granted access. If the user does not have Cultivation, it will will not display as an option.

      It is recommended only a few people be given permission to configure Cultivation.  The person who is in charge of the department using this feature would be an ideal candidate. 

      NOTE: Please note that you cannot log in with the "admin" ID for the Cultivation feature.  If you do log in with the "admin" ID, a popup window will direct you to log in as any user ID but "admin".

       

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