Momentum Docs
  • Getting Started
    • What is Momentum?
    • Onboarding Guide
    • FAQ
      • Joining a Google Meet meeting
  • Platform
    • Orientation
      • Self-Guided Training
    • Inbox
      • Inbox Queue
      • Week In Review
    • Constituents
      • Constituents Tab
      • Segments
      • Lists
      • Constituent Records
        • Overview
        • Plan
        • History
    • Workspace
      • Templates
      • Automations
      • Prospecting
        • Hidden Gems
    • Contacting Constituents
      • Scheduling Outreach
      • Sending Emails
      • AI Drafts
        • AI Drafting Examples
    • Assistant Mode
    • Momentum Mobile
      • Pocket Portfolio
      • Mobile Contact Report
  • Data
    • Data Models
      • Actions Data Model
      • Gifts Data Model
      • Donor Data Model
    • CRM Sync
      • Salesforce Integration
      • Blackbaud Raiser's Edge NXT Integration
    • Security
      • Artificial Intelligence Privacy
      • HIPAA Compliance
    • Email Integration
      • Email Logging
      • Microsoft 365 or Outlook Integration
      • Gmail Integration
    • DonorSearch Integration
  • Links
    • Momentum App
    • Momentum Homepage
    • Release Notes
Powered by GitBook
On this page
  1. Platform

Constituents

Develop a personal relationship with every donor

PreviousWeek In ReviewNextConstituents Tab

Last updated 1 year ago

We sync all Donors who are assigned to you in your CRM. Assigning yourself a donor will make them automatically appear in your Momentum environment.

To view a donor:

  1. Use the search function in the main header to find a specific donor

  1. Open the Constituents Tab to view all donors

  2. Open any contact recommendation to view the donor profile in the Constituent Records

Search for Donors