Automated process that once a donor hits a giving milestone, an action is created to contact them

We would like a process that automates milestones.   We would like to have a board member call all donors once they hit $5k as a lifetime total.   For instance, Mr. Jones' lifetime giving is $4,750.  He then donates $500.  He would automatically be added to a list (action track/workflow) for a board member to call

  • jack silverstein
  • Dec 5 2019
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