The Proposals tab is a section of the constituent profile for viewing and managing giving proposals.

Watch this video for a tour.

https://www.loom.com/share/8a07344e0f134676833ecd940009f4b9

Viewing Existing Proposals

Tap + Add Proposal to create a new one (see field list below). Use the status dropdown (defaults to Active) to switch between Active, Inactive, and All — each option shows a live count (for example, Active (46), Inactive (1), All (47)).

Each proposal in the list shows:

• Title

• Actual/Original and Current

• Additional Constituents

• Solicitors

• Stage

 

 

Proposal Detail View

Tap a proposal to open its detail view. Tap the pencil icon in the header to edit it (see field list below).

• Stage: Shown with a progress-dot indicator and how long the proposal has been in its current stage (for example, "2 months in this stage").

• Current Ask Amount: Displayed prominently near the top, with its date.

• Amounts: Original Ask and Expected Ask, shown together — separate from Current Ask Amount above.

• Contacts: Linked constituents, with a Primary badge for the main contact.

• Solicitors: Listed with Primary and Secondary badges.

• Confidence Score: % likelihood that you’ll receive this gift

• Designations: Linked designations (continues below).

• Description: Free-text notes on the proposal.

• Activity: A feed of interactions linked to this proposal — each entry shows a type tag (Phone Call, On-Site Visit, Event, Call, etc.), a title, a description snippet, a date, and the solicitor's name.

 

Creating or Editing a Proposal

Tap + Add Proposal to create a new one, or the pencil icon on an existing proposal to edit it — both open the same Edit Details form. Fields, in order:

• Primary Contact: The primary contact associated with the proposal.

• Title (required): Up to 500 characters.

• Description: Up to 5,000 characters.

• Date Created: Date picker.

• Proposal Type: Dropdown.

• Primary Solicitor (required): One person, with a Title field.

• Additional Solicitors (10 maximum): Each with its own Title field.

• Active: Toggle.

• Original Ask: Date and dollar amount.

• Current Ask: Date and dollar amount — a separate field from Original Ask and Expected, not a renamed version of either.

• Expected: Date and dollar amount.

• Confidence Score (required): Entered as a percentage.

• Funded: Date and dollar amount.

• Launchpad: Toggle.

• Designations (10 maximum): Each with its own dollar amount.

• Primary Proposal Unit: Searchable field, up to 225 characters.

• Additional Proposal Category: Searchable field, up to 100 characters.

• Custom Fields: Org-specific — confirmed examples: Areas of Interest (dropdown), Planned Gift? (Yes / No / Not Set), Program (dropdown).

 

Contact EverTrue Support at genius@evertrue.com if you have any questions.