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Donors

The Donors section in Evergiving is focused on managing donor relationships and includes the following pages:

  • Pledges: Track and manage donor pledges, including payment commitments.
  • Leads: Manage donor leads, allowing you to track potential donors and convert them into active supporters.
  • Lead Management: Oversee the entire lead management process, from acquisition to conversion, ensuring effective donor engagement.
  • Validation Outcomes: View and manage the outcomes of pledge validations, helping ensure donor commitments are accurate and processed correctly.
  • Call Recordings: Access and manage call recordings related to donor interactions, providing a record of communications for quality assurance and follow-up.

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Use the menu on the left for information on each of the sections.