Nonprofits can use Leads to document an expression of interest for any number of interactions, especially when there is a clear goal to qualify interest before creating other records like a Contact.
If your Organisation uses Leads as a “prospect list” to solicit donations, merchandise sales or fundraisers for an upcoming event then MoveData Lead Conversion will automatically convert Leads into Contacts and Accounts when such activity occurs. Here’s how it works using a donation example
Watch the demonstration video:
Please reach out to your account manager if you would like this enabled in your Salesforce Org.