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

  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

    • 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