CRM PRO COURSE

CRM Fundamentals

WED JULY 14 - 11:00am - 12:30pm PDT

  • Fundamentals of a relational database
  • Data entry best practices
  • Contact Types vs Groups vs Tags - When to use what
  • Profiles
  • Custom Fields

CRM Fundamentals 2

THU JULY 15 - 11:00am - 12:30pm PDT

  • Users and Contacts
  • Contribution forms
  • Event forms
  • Price sets
  • Customizing Contact Layouts

Communications

FRI JULY 16 - 11:00am - 12:30pm PDT

  • Mailings
  • Email
  • Mass Emails
  • SMS
  • Automated Communications

Metrics and Smart Data

Mon JULY 19 - 11:00am - 12:30pm PDT

  • Reports
  • Searching your database
  • Smart Groups
  • The Dashboard
  • Relationship Tracking

Financials

TUE JULY 20 - 11:00am - 12:30pm PDT

  • Donations
  • Invoicing and Pledges
  • Bookeeping
  • Fundraising
  • Receipts/Thank-yous