Sales ops keep donor records updated for stewardship

Sales ops see Donations sheet rows pile up, leaving constituent records stale and causing missed acknowledgements. Consolidate gifts into Men and Women constituent lists so fundraisers act on gifts.

Overview

Missed donation updates create stale constituent records and missed acknowledgements, hurting stewardship. This workflow consolidates Donations sheet rows into Men and Women constituent records so fundraising can acknowledge gifts while outreach windows are open. Teams report cleaner donor records and fewer manual updates after adopting similar flows.

Notable Features

Update Men and Women records
Consolidate hourly donations to lists
Flag unmatched gifts for review