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Create giving entries after a client proposal is accepted

Create giving entries after a client proposal is accepted

Accepted proposals can miss attached giving actions, leaving CSR promises unrecorded. This captures giving entries so impact is tracked and reported same day.

Create giving entries after a client proposal is accepted

Overview

When a client accepts a proposal, your CSR promise should be recorded — not lost in email. This integration captures and files giving entries automatically so program coordinators can produce impact reports the same day.

Create giving entries after a client proposal is accepted