Adding Amounts to Interactions

You can now add an amount to your interactions either upon import or when adding an interaction via the CRM.

If keeping a record of the ask amount at the time of the interaction is important, amounts on interactions are useful for teams to denote. While in calltime, the ask amount will imprint on the interaction record. An amount on an interaction could be different than a pledge amount or it could be the same depending on the outcome of your call, so adjust as needed based on the interaction.

To add an amount to an interaction via the CRM, you can log a new interaction or edit an existing interaction and fill out the amount field in the right-hand panel. 

To add an amount to an interaction you are importing from activity occurring outside of Numero, make sure your import file includes a column titled 'Amount'.