Tracking Invoices in NXT

Denise Miller

Hello! In the past, previous staff responsible for sending invoices for various things like sponsorships/events and scholarship/commencement awards did so by just completing an action that the invoice was sent and to what campaign/fund it was for. The follow-up process was not the cleanest. Now that we have NXT, our grants team is utilizing the prospect/opportunities arena for tracking their grant submissions, approvals, rejects, etc. Curious if any of you have used this arena for non-grant tracking for areas I listed above because then tracking from the work center could be utilized for more timely follow-up? Thanks! ~Denise

Crystal Bruce

Hi @Denise Miller tagging in a few of our All-Stars @Austen Brown @Carlene Johnson @Dan Snyder @Marie Stark @JoAnn Strommen to see if they can offer any insight!

JoAnn Strommen

Not something we are doing - but will be interested to see replies. Maybe something we should be doing. :)

Marie Stark

We also use actions for tracking. However I would think you could also track this with Opportunities.