Follow the instructions below to learn how to log a Pledge. Want to learn more about the Pledges feature? Check out this article.
Logging a Pledge
Add a New Pledge
Click on Contacts in the left sidebar of your screen and select the contact for which you want to record a Pledge. Open the Pledges tab under the Contacts title bar.
From the Pledges tab of your contact, click on the "Log a pledge" or "+Pledge" button.
The "Add Pledge" screen will appear.
To log a Pledge:
- Enter the dollar amount of the Pledge, and choose the applicable currency
- Add notes to the Pledge, if desired
- To save the Pledge without payment installments, click "Add". Or, you can follow the steps in this article to add payment installments to the Pledge before saving.
Once your Pledge has been saved, you can find it under the Pledges tab of the contact record: