Keep Better Contact Records with the Personal Email to Notes Feature
SEPTEMBER 12, 2018
For fundraisers, the clarity of each donor contact record matters. A clean and complete contact record saves time and provides fundraisers with the full picture. It is impossible to track the nuances of all of those relationships without a little extra help from your CRM. This feature will help you better track your email conversations with supporters, so that you have a full 360-degree view of engagements without any extra clicks.