We get online payments, through click and pledge connect form, toward already created opportunities in Salesforce (pledges) that need to be received in as a payment toward the opportunity rather than creating a new opportunity. Optionally we could change the way we record pledges. How does Click and Pledge manage pledges? Is there a way to do this with online payments? Currently we have to delete the entire opportunity and recreate it as a payment, that is after (if) we remember this donor has a pledge and then looking up the opportunity.
Let me know your suggestions.
thanks!
Allison Holt
Freedom House
Let me know your suggestions.
thanks!
Allison Holt
Freedom House
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