Notes
Kandace K
Last Update há 2 anos
PhoneRaise Notes allows you to add custom details about interactions with donors such as knowledge learned from meetings, phone calls, and other communications. Notes, Activities, and Touchpoints give you the ability to track communications and actions taken between you, volunteers, and donors.
Notes can be found in both the Notes and the Activities sub-tabs. Notes do not contain a due date.
Custom notes can be added to include extra details about your donors. Information about conversations, personal info, and more can help keep track of each contributor.
To add a new note
- Log into your PhoneRaise account.
- Click on the CAMPAIGNS tab.
3. Locate your campaign and click on VIEW.
4. Click on the NOTES sub-tab.
5. Click on ADD NOTE.
6. Type a TITLE for the new note.
7. Select a donor from the PROSPECT drop-down menu.
The available donors in the PROSPECT drop-down menu are pulled from your donor list.
8. Type a custom detail to the new note.
9. Click on CREATE to add a new note.
After creation, the new note can be found in Activities.
