Add giving-to-my-organization information

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.

 

 

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