Ensure fundraising reps capture registration dates on leads

Fundraising reps add leads missing registration dates, causing missed donor follow-ups and reporting gaps. This stamps a registration date so fundraisers prioritize outreach and keep accurate reports.

Ensure fundraising reps capture registration dates on leads

Overview

Leads without registration dates create outreach chaos and unreliable fundraising reports. This workflow ensures every new lead is stamped with a registration date, so fundraisers can prioritize outreach and leadership gets clean, auditable reports. The result is faster response times and far fewer missed follow-ups.

Notable Features

  • Stamp registration date on new leads
  • Notify fundraisers of new timestamps
  • Keep lead reports consistently dated

Ensure fundraising reps capture registration dates on leads