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Sponsorships
  • Overview

Subjects

  • Concepts
  • Tasks
    • Overview
    • Find and Open Sponsorship Applications
    • Edit, Delete, or Cancel the Order on an Application
    • Delete a Sponsorship
    • Process a Sponsorship Application for a Sponsor
    • Turn an Application Into an Order at Checkout
    • Find Who Bought an Opportunity or Holds a Benefit
    • Check How the Sponsorship Programme Is Doing
    • Start a Report From a Sponsorship Starting Point
    • Approve a Held Sponsorship Purchase
    • Find and Review Sponsorships
    • Add, Change, or Remove a Sponsorship Benefit
    • Record or Edit a Sponsorship
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  1. Home
  2. Sponsorships
  3. Tasks

Tasks

Day-to-day work in Sponsorships, one goal per article.

12 articles

All Articles

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    Read the totals on the Sponsorship Console's Overview page, refresh a figure that looks out of date, and jump from a total to its records.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.

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