Once you are logged into DonorView and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the top of the page, there are menu items in a white font that say “Overview”, “Constituents”, “Gifts”, “Pledges”, “Interactions”, “My Follow Ups”, “Documents”, “Templates”, “Campaigns”, “Auto Responder”, “Website Impact”, and “Reports”. Click on “My Follow Ups” and you will be taken to the “My Follow Ups” page.
How do I find the My Follow Ups page? Print
Modified on: Tue, Mar 23, 2021 at 11:30 AM
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