WEBVTT

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A test donor’s giving history and active commitments, in the real Gratona workspace.

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Recurring commitments remain connected to the donor record.

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Open an existing Donor Intelligence profile. This example has partial results.

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Capacity is unknown. Ask guidance is an estimate grounded in recorded giving.

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Staff review the analysis and decide what the relationship needs.

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A staff member writes a preparation task using the reviewed context.

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Save the task on the donor record.

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Reopen the saved task: its description, assignee and donor link persist.

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Create a qualification plan as a working draft.

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The saved plan remains a draft until staff activate it.

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Staff add the relationship strategy, interests to confirm and communication guidance. The plan stays in draft.