Using Research, Draft and Plan

To turn them on

1. Research, Plan and Draft come with Grow. If your site isn't on Grow, any ✦ button tells you so: the owner selects Upgrade to Grow, which opens Billing. Others see "Ask the owner to add Grow."
2. There's nothing to set up. Research looks for every kind of opportunity, Plan drafts Cultivation, Solicitation and Stewardship plans, and Draft works in every part of your workspace that's turned on.

To find opportunities

1. Open Connect → Opportunities and select ✦ Research. It looks through your contacts and the web together.
2. When it's done, select Review on the "suggested" line.
3. Each suggestion says In your contacts or New, with its sources. Select Add for the ones you want, or Dismiss.

To plan

1. Adding a suggestion from your contacts drafts a plan for it on its own.
2. On any contact or opportunity, open Plans, select + New plan, choose a plan type, then ✦ Plan (or Start blank).
3. Edit the steps, then select Approve plan.

Good to know

• Research also runs on its own once a week. New finds show on Home.
• Nothing is added until you select Add. A dismissed suggestion isn't suggested again.
• Adding a New organization creates no contact.
• Everything it drafts waits for your review. Nothing is sent, published or given on its own.
• Suggested changes to a plan show the reason. Choose Accept, Dismiss or Accept all, and Undo if you change your mind.