View, Track and Analyze Gifts in the Salesforce App

Gift data can be viewed and analyzed in Salesforce.com

There are two ways you can view gift details with the Loop & Tie Salesforce App. You can also view this information in your Loop & Tie dashboard.

1. Gift Record Details

• Click View Gift details.
• View progress in Stage Path.

Gift Record Details:

2. Gift Tab and List Views

• Access recently viewed Gift records.
• View All Gift records.
• Create custom List Views.

Gift Tab and List Views: