Create donation deal records from incoming supporter gifts
Create donation deal records from incoming supporter gifts
Donation transactions without donor context delay acknowledgements and skew fundraising reports. Add donor-linked deals for each gift so campaign managers get full giving context same day.
Overview
When gifts land without CRM records, stewardship and reporting stall and campaign managers can’t act quickly. This flow converts each donation into a donor-linked deal so managers have complete giving histories and can follow up same day.