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    <title>Salesforce.com Help using Grazer</title>
    <dateModified>Mon, 29 May 2006 8:05:25 -0500</dateModified>
    <ownerName>Steve Andersen - ONE/Northwest</ownerName>
  </head>
  <body>
    <outline text="Salesforce.com Cheat Sheet" > 
		<outline text="New Major Donor" >
			<outline text="When a new donor comes along, see if they are in Salesforce.com, if not, enter them">			
				<outline text="Search for the Contact first" />
				<outline text="If they're not in the system, create them from the Create New Contact tab"/>
				<outline type="link" text="Create New Contact Tab" htmlUrl="https://na4.salesforce.com/servlet/servlet.Integration?lid=01r300000009H0x" />
			</outline>
			<outline text="Create the prospecting gift by clicking the 'Create New Gift' button on their Contact record">
				<outline text="Set the Amount to hte cash value of what you expect the gift to be" />
				<outline text="Set the Close Date to when you expect to receive the check, or at least get a decision from the donor" />
				<outline text="Set the Stage equal to how likely you think the gift is. Stages have an associated probability. Gifts you expect to come in should have higher probability than gifts you are less sure about." />
			</outline>
			 				
		</outline>
	</outline>
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