CRM: Add a New Gift

Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account.

Steps to add a gift record

1. From the Quick Actions container within the dashboard, click RECORD A GIFT
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2.  Add to existing donor 
   • Search for donor
   • Select transaction type
   • Enter gift details
   • Add optional details
   • Enter custom field info (if available)
   • Review details and click Submit
3. Add to new donor
   • Select ADD NEW DONOR
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   • Enter donor details
     • If a new contact is an Organization, toggle to 'Organization' in the upper right corner
       
   • Select transaction type
   • Enter gift details
   • Add optional details
   • Enter custom field info (if available)
   • Review details and click Submit