Add new donations to donor list and deals

Your incoming donation records often miss structured donor contact and gift details, delaying outreach and reporting. Donors are added and deals logged so coordinators can follow up the same day.

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Overview

Donations should instantly become actionable donor records, not items to reconcile later. This flow captures each gift, creates or updates the donor contact and logs an opportunity so coordinators can begin stewardship the same day. It reduces manual handoffs and accelerates timely outreach.