Mark stale fundraising partner records as Black daily

Fundraising managers lose outreach focus when partner records sit 91 days without contact, wasting donor engagement. This workflow flags those partners 'Black' daily so relationship teams focus on active donors.

Overview

Outreach effort often gets wasted on partners who haven't engaged in months, distracting fundraising staff from active donor opportunities. This daily flagging workflow enforces CRM hygiene and lets relationship managers concentrate on engaged donors, while producing a clear audit trail for outreach prioritization.

Notable Features

Check last contact dates daily
Mark stale partners as Black
Alert relationship leads about flags