Step 1: Navigate to Your Admin Dashboard

Click "You" on the top right corner of your page on GiveGab and from the drop down menu, select "Admin Dashboard" for the organization you'd like to access.

Step 2: Navigate to the Engage CRM

From the "Overview Tab" of your Admin Dashboard, expand the "Engagement Tab" and select the "Supporters" section. From the "Supporters" section, click on the name of the donor who you'd like to make a note for to access their supporter profile through the Engage CRM.

Step 3: Add Note

From their supporter profile, click the "Add Note" button to record your note in the text box. Once your note is complete, click "Save" and the note will be added to their supporter profile through the Engage CRM on GiveGab.

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