Donors List
360° view of your portfolio
Last updated
360° view of your portfolio
Last updated
To view your Portfolio Overview, click on 'Donors' in the navigation bar. This will show a list of all donors in your portfolio.
Momentum's Donor Overview feature provides you with a comprehensive tool for managing and engaging with your donors. This feature helps you track essential donor information and interaction history, enabling you to effectively cultivate relationships and maximize fundraising efforts.
The Donors List is your main interface where you can see all your donors listed along with critical details such as the total lifetime donations, the amount of the most recent gift, the last interaction with the donor, and suggested next steps. You can sort and filter this list to manage your engagement priorities efficiently.
Clicking a donors name will open the Donor Sidebar.
