Field Label

Record Type (G/P or GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

-

-

Ongoing Opportunities NOT In Gift Handover stage

Fund Raised is NOT NULL

1

Alert Opportunity Owners to review and update the stage

AND

Send report to Manager

Y

Field Label

Record Type (G/P or GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Close Date

G/P, GIW

Open Opportunities

Close Date in past

383

Alert Opportunity Owners to reassess and confirm Close Date /update the field

AND

Send report to Manager

Y

Close Date

G/P

Open Opportunities

Close Date in year 2040 onwards

9

Send report to Manager AND
Opp Owner

Update:
Set to 10 years in the future maximum

Y

Close Date

GIW

Open Opportunities

Close Date in year 2090 - 2300 range

402

Send Report to Manager, field should align with life expectancy in Australia.

Close Date = 84 - (Prospect age)

N

Solicitation Stage Date

GIW
G/P

Closed Won

Solicitation Stage Date = NULL

289

Send Report - Field to be assessed by Managers

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Opportunity Amount

G/P
GIW

Closed Won (CTD)

Field value < $99

246

Update:
If Ask Amount >100k then Amount = Ask Amount

Unsure

Field not consistently used by PG team (CTD)

Opportunity Amount

G/P

Planning, Solicitation, Gift Handover
(CTD)

Field value < $99

34

Alert Opportunity Owners to update the field with estimated amount

AND

Send report to Manager

Unsure

Capacity was assessed in Qualification stage

Ask Amount

G/P

Closed Won
(CTD)

Field value < $99 AND Ask Made = TRUE

2

If Gift Amount >100k then Ask Amount = Gift Amount

Y

Verbal Acceptance

G/P

Closed Won

Verbal Acceptance = FALSE

Ask Made = TRUE
Gift Amount > $99
Fund Received > $99

275

Set Verbal Acceptance to
TRUE

Y

Ask Made

G/P

Closed Won
(CTD)

Ask Made = FALSE
Ask Amount > $99

136

Set Ask Made to TRUE

Y

Gift Amount

G/P

Open Opportunities NOT IN Gift Handover

OR

Closed Won
(CTD)

Verbal Acceptance = FALSE
Gift Amount NOT NULL

34

Gift Amount = NULL

Y

Gift Amount

G/P

Closed Won
(CTD)

Gift Amount = NULL
Fund Raised > $99

3

Gift Amount = Fund Raised

Y

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Academic Lead

G/P
GIW

Closed Won (CTD)

Opportunity Lead Source <> NULL
Academic Lead = NULL

2

If the Opportunity Owner is an Active User, alert to update the field

Y

Contact Role

G/P
GIW

NOT Closed Lost

Contact Roles = NULL and
Account = Household with Primary Contact

48

Assign Primary Contact as Contact Role of the Opportunity

Y

Rule previously discussed

Stakeholders: Polina Nikulina, Alain Gasquet

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Payment Received

G/P

Closed Lost

Closed Lost Opportunity with Opportunity Component

2

If the Opportunity Owner is an Active User, Contact them to fix issue

Y

Payment Received and Amount fields in the object are populated

Field Label

Record Type

(G/P, GIW)

Stages

Issue Description

Issue (Total Qty)

Recommended Action:

Consistently used by staff (Y/N/Unsure)

Additional Comments

Opportunity Owner

G/P
GIW

At any stage
(CTD)

Opps on Coordinators or Grads as Opp Owners

2

Identify Development Officer and Report to Team Leader

Y

Opportunity Owner

G/P
GIW

Ongoing Opps
(CTD)

Opps owned by Inactive Users

53

Identify Development Officer and Report to Team Leader

Y

Opportunity Owner

G/P
GIW

Ongoing Opps on Pos-Solicitation stage
(CTD)

Opps owned by Staff NOT in Major Giving team

29

Identify Active Team Members and Alert Team Leader

Y

Including 25 Opps owned by “House Account”

Opportunity Owner

G/P
GIW

Ongoing Opps (CTD)

Opportunity Owner even with other role NOT in Team Members

Opportunity Owner

G/P
GIW

Ongoing Opps and Closed Won

More than 1 Opportunity Owner as Role in the Team