Log an action | Fundhero | Fundraising CRM Software

Log an action

Record a call, meeting, text or other outreach on a contact, with its result.

Updated

An action is a record of an outreach you made to a contact, such as a call or a meeting. Log one with Add Interaction > Add Action and choose its type and result.

Log an action

  1. Open Contacts and select the contact.
  2. Select Add Interaction, then Add Action.
  3. Choose a Type:
    • Call
    • Email
    • Meet
    • Mail
    • Text
    • Other
  4. Choose a Result:
    • Complete
    • Left Message
    • Needs Followup
    • Call Back
    • Bad Info
    • Other
  5. Check the Date. It starts as today.
  6. Add details in Notes. If your team has tags, you can also pick them in Search Tags.
  7. Select Save.

The action appears on the timeline, for example "logged a call", "attended a meeting" or "sent a text", with the result shown as "Outcome". Use the Actions tab to see only actions. Select the three-dot menu on a card to Edit or Delete it.

Results and follow-ups

The results Needs Followup, Call Back and Left Message feed the Potential Follow Ups list, which shows contacts you tried to reach and who haven’t given since. See Built-in smart lists.

You can also find contacts by action with Filters > Actions. See Search and filter contacts.