Create donation opportunities and items from event purchases
Create donation opportunities and items from event purchases
Mobile bidding purchases arrive without CRM records, leaving development and finance missing pledge context. Captures opportunities and items so staff can reconcile pledges same day.
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Overview
When donors bid and pay at events, missing CRM records delay acknowledgments and reconciliation. This flow captures each purchase as an opportunity with itemized line details so development and finance can reconcile pledges the same day.