Donors

Develop a personal relationship with every donor

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

Search for Donors

1. Open the Donors Tab to view all donors

2. Open any contact recommendation to view the donor profile in the Donor Sidebar