Approval flow for matches

A prospect today asked if they can implement an approval workflow for large matching gifts. For instance, if the match is above $10k, it must be approved by two people (admin + director) in order to get matched. This happens a lot for this organization as they give grants up to $50k and it is a law firm where many employees donate large sums of money to charities.

  • Shae Tetterton
  • Apr 7 2025
Client Name Prospect
Employee Name Shae Tetterton
  • Attach files