How to Create a Batch Fundraising Record

This Lightning-only CRM feature allows users to create batches of fundraising records for a specific entity based on imported reports, existing entities, or account records. The tool enables administrators and investor relations teams to quickly identify prospects for a fundraising initiative, accelerating the overall fundraising process.

Steps:

1.  Create a report (or reports) that includes Account IDs of the Account records for whom you would like to create Fundraising records for a given Entity. Skip this step if you do not plan to use the import from report feature.
2. Navigate to the Entity where you’d like to create Fundraising records and click the + Fundraising Records button. 

3. Add Fundraising Prospects to your list in the following ways:

• Import Accounts from report(s): Use the Report Lookup to select desired reports.
• Add one-off Accounts: Use the Add Account button to add Accounts one by one. If you’ve already imported a report that includes a particular Account, you will not be able to re-add that Account using this button.
• Add from Another Entity: Allows you to create fundraising records for previously committed investors or for all fundraising prospects from that entity to the new entity. Note: This functionality does not support creating investor commitment records. It will only create fundraising records.

4. If you’d like to remove a particular Account from your list, check the box to the left of its name and click the Remove Selected button.

5. Select the Fundraising Stage and Owner you’d like to set for these records.

If you’d like to create batches of Fundraising records with different Owners or Stages, simply follow these steps for each distinct Owner and/or Stage.

6. Click Save Fundraising Records!