Update new CRM records with reference and timestamp
Update new CRM records with reference and timestamp
Your donor records lack a stable reference and creation time, forcing manual lookups and slowing outreach. Records are auto-tagged with a reference and timestamp so staff can act same day.
Overview
Stop losing time to manual lookups when new donor entries arrive. By stamping each new record with a stable reference and creation timestamp, your fundraising staff and program coordinators can triage and contact prospects the same day.