Equity – Management, process and flow

Custom Contributions Equity

  1. From Dashboard go to Contrib Framework Apps menu -> Custom Contributions
    vnoc1
  2. Filter table by worth type: choose Equity
    equity
  3. Action: Send Counter Offer
    vnoc2
    cash7
  4. Action: View Contribution/ Decline Contribution
    view
  5. Action: Approve Contribution
    approve
  6. Approval sent
    success

Emails Received

  1. Counter Offer Mail
    counter-mail
  2. Approval
    mail2