Training founders: add CSR gifts when proposals convert
Training founders: add CSR gifts when proposals convert
Marketing founders lose CSR pledges when accepted proposals don't add giving items, endangering brand trust. It adds predefined giving items after proposal acceptance so CSR commitments are fulfilled.
Overview
When accepted proposals fail to create giving entries, founders risk broken brand promises and campaign credibility. This workflow ties every accepted proposal to predefined giving items and ops records so marketing maintains commitments and no CSR pledge is missed.
Notable Features
- Add giving items after acceptance
- Log CSR commitments to CRM
- Notify marketing ops of gifts