MemberSuite - ADVANCE YOUR SKILLS IN MANAGING YOUR CRM

Description

Keep track of the people that allow your organization to shine by storing and gaining visibility into all member, donors, and prospects’ contact information in one place. In this session participants will learn the basics of working with contacts within the CRM.

Agenda:

• Find individuals and organizations
• Create and manage records for any individuals and organizations
• Manage relationships between individuals and organizations
• Merge or purge duplicate records for individuals and organizations.
• Enter and track the activities