1. | From the prospect’s Wealth and Ratings page, select the Giving tab. |
2. | In the Giving to my organization section, click Add. The Add giving to my organization screen appears. |
3. | From here you can enter: |
a. | Total giving amount |
b. | Total number of gifts number |
c. | And information about the Largest, First, and Latest gifts. |
4. | To save your entry and return to the Giving tab, click Save. |