This article explains how to view, add and edit sponsors, what the pipeline stages mean, how sponsor levels work, and what the computed financial fields on a sponsor's profile tell you.
Sponsors
Sponsors in the sidebar lists everyone, with their status, level, total sponsored and active allocation count. Use the filters above the table to narrow by status or level.
Click + Add Sponsor
Enter the name - the only required field
Add what you have: sponsor type, registration number, industry, website, logo, contacts, notes
Click Save
Bringing across a list you already keep? Use Onboard / Import instead of retyping. It reads CSV and Excel files and matches your columns to Altivo's fields automatically.
A sponsor can have several contacts - useful when the person who signs the cheque is not the person who answers your emails. Add, edit or remove them from the sponsor's Profile tab.
Saving replaces the whole contact list rather than adding to it. Make sure everyone you want to keep is still in the list before you save, or you will need to re-add them.
Open the sponsor and click Edit Sponsor. Deleting is a soft delete - the record is hidden from your lists but kept, so historical sponsorships and allocations still make sense.
| Status | Where they are |
|---|---|
| Prospect | Identified as a possibility, nothing sent yet |
| Contacted | You have reached out and are waiting to hear back |
| In Discussion | Actively negotiating terms |
| Active | Confirmed and currently sponsoring |
| Lapsed | Was active, nothing recent |
| Declined | Said no |
You move a sponsor through these yourself as the relationship develops - Altivo does not infer status from any other data.
| Level | Default minimum spend |
|---|---|
| Bronze | R0 |
| Silver | R10,000 |
| Gold | R50,000 |
| Platinum | R100,000 |
Thresholds are configurable per school under the Levels tab on the Sponsors page. A sponsor's level updates automatically as their total sponsored figure changes - you never set it directly.
| Field | What it means |
|---|---|
| Total sponsored | Everything they have committed, across all sponsorships |
| Total allocated | What has actually been matched to something they receive |
| Unallocated value | Total sponsored minus total allocated - money sitting idle if this is high |
| Sponsorships count | How many agreements you have recorded with them |
| Active allocations | Assets currently allocated to them and not yet expired |
None of these are editable. They are calculated fresh from the sponsor's sponsorships and allocations every time you look.
Check the status filter. A new sponsor saved as Prospect is hidden if you are filtered to Active. Clear the filter to see everyone.
Levels come entirely from total sponsored value. Check that every sponsorship's contribution values were saved correctly - the level will follow automatically.
Lapsed is for someone who used to sponsor you and has gone quiet - worth a follow-up call. Declined is for someone who said no outright. Both are set by you; nothing in Altivo does this automatically.
It is total sponsored minus total allocated. If a sponsorship has no allocations linked to it yet, its full value shows as unallocated - that usually means you still need to create the allocation, not that anything is broken.
Saving contacts replaces the entire list rather than adding to it. If a contact was not showing in the form when you saved, it was removed. Re-add them and save again.
Last updated: September 2026 | Version 3.0