Add inbound planned giving leads to donor CRM
Add inbound planned giving leads to donor CRM
Uncaptured planned giving signups leave you without donor context and slow outreach for legacy prospects. Add and tag contacts so donor coordinators can begin stewardship and outreach same day.
Overview
When planned giving signups arrive without structure, donor coordinators lack context and outreach stalls. This flow captures, cleans, and tags each contact instantly so stewardship can begin the same day.