Fundamentals of Contact Management
For new users of CiviCRM, as a refresher course or for training new staff
Contact management is one of the first steps to success with CiviCRM so get off to a great start by learning best practices for organizing contacts, managing relationships and communicating with your constituents. Did you know you can link multiple contacts into a single household? Have you come across duplicate entries? This class will help with all of that and more!
More details:
Leave this class with the skills to:
- Implement all of the different search options for contacts
- Segment your database using groups, tags and custom fields
- Send an email to a contact or a group of contacts from the CRM
- Track interactions with your constituents using activities
- Create an activity report and view it on your dashboard
- Easily merge duplicate contact records and clean up your lists
Time is reserved at the end of class for Q&A so feel free to come with questions specific to your organization.
This training is brought to you by Cividesk
Click here to register for the Fundamentals of Contact Management
Questions? Contact Susan Engeman, Cividesk training manager at susan@cividesk.com
Next step:
Upon completion of this class, continue to improve your skills and register for one of our intermediate level classes.
Estats Units