New topic for future discussion: How to store and maintain Donor Journey notes for donors in the CRM system? At Notre Dame, we gather important data on donors during meetings with fundraisers and leaderships that reside in Google sheets, Slides, Docs outside the system. Notes relate to strategy sessions, stewardship planning, pledge status, etc. We'd like to know what others are doing to capture information to keep the team informed.
New topic for future discussion: How to store and maintain Donor Journey notes for donors in the CRM system? At Notre Dame, we gather important data on donors during meetings with fundraisers and leaderships that reside in Google sheets, Slides, Docs outside the system. Notes relate to strategy sessions, stewardship planning, pledge status, etc. We'd like to know what others are doing to capture information to keep the team informed.