Tasks
Day-to-day work in Sponsorships, one goal per article.
12 articles shown
- Find and Open Sponsorship Applications
Search for a sponsorship application by number, date, or review status, find every application waiting for review, and see all of one sponsor's applications from their organization record.
- Edit, Delete, or Cancel the Order on an Application
Correct an application's number, date, notes, custom fields, or chosen benefits, change a requested opportunity's review status and reason, and remove or withdraw an application you no longer need.
- Delete a Sponsorship
Remove a sponsorship record, including one created from an order, and safely clean up confirmed duplicates without disturbing the valid record.
- Process a Sponsorship Application for a Sponsor
Enter a sponsorship application on a sponsor's behalf when they apply by phone or email, and know what happens when checkout finishes.
- Turn an Application Into an Order at Checkout
Know what the order built from a sponsorship application looks like, so you can explain a missing benefit or a failed checkout.
- Find Who Bought an Opportunity or Holds a Benefit
Open an opportunity to see every sponsorship sold against it, and find which sponsors hold a particular optional benefit.
- Check How the Sponsorship Programme Is Doing
Read the totals on the Sponsorship Console's Overview page, refresh a figure that looks out of date, and jump from a total to its records.
- Start a Report From a Sponsorship Starting Point
Choose the right Sponsorships starting point for the report you need, from applications still open to sponsorships already sold.
- Approve a Held Sponsorship Purchase
Activate an opportunity waiting for review on an application so Rhythm creates the sponsorship, and know when Rhythm refuses to activate it.
- Find and Review Sponsorships
Search for a sponsorship by sponsor, opportunity, or date, open one to see everything recorded about it, and see a sponsor's whole sponsorship history.
- Add, Change, or Remove a Sponsorship Benefit
Give a sponsorship a benefit taken from its opportunity or one that stands alone, and change or remove a benefit already on it.
- Record or Edit a Sponsorship
Record a sponsorship by hand for a sponsor who paid outside Rhythm, or correct an existing sponsorship's sponsor, opportunity, amount, or notes.