Importacular User Guide

  1. Home
  2. Docs
  3. Importacular User Guide
  4. Import to Prospect/Propos...
  5. Proposal Gift Link

Proposal Gift Link

The proposal gift link requires at least one gift mapping. You can only link Proposals to new gifts being added via your template.

The ‘Import/Linked With’ field must be given a default value. The drop down will contain previously created gift mapping(s). Select this as well as either a source field or default value for the ‘amount’ field in order to save.