Your donor follow up to-do list can be automatically created on the parameters of donations you receive.
Assign tasks to yourself or members of your team, reassign tasks, and add notes.
Track Response Time
A swift response can build trust and strengthen the donor relationship. Who has the best response time on your team?
Donors can be automatically assigned to yourself or a team member based on the parameters of their donations.
A completed task can appear as an interaction on the donor's profile to keep track of each step in the relationship.
Search all of your tasks with smart filters. For example, find tasks assigned to a specific team member or tasks that were created yesterday.
Create a task, assign it, and turn it on. Easy as that.
Your personal to-do list is simple to use and automatically generated.
Assign a task or an entire donor relationship by sending donors to a portfolio based on the parameters of their donations.
Completed tasks can appear as interactions on each donor's profile.