The Different Stages of an Opportunity

    Causeview has created a number of default stages to help you organize and manage your donation opportunity pipeline. Using these stages to help organize your pipeline will make your organization more efficient and will allow you to grow stronger connections with your donors.

    1. Identification

    2. Qualification

    3. Cultivation

    4. Solicitation

    5. Recognition

    While these are the standard fields that we recommend for the different stages of an opportunity, you have the opportunity to modify the stages to custom fit your organization’s needs.

    The Different Stages of an Opportunity