CiviLunch Webinar - Organizing Your Contacts in CiviCRM

Categorizing and Managing Your Contacts for Maximum Effectiveness - Presented by Greenleaf Advancement

CiviCRM at its core is a contact management system, so understanding your options for organizaing, catagorizing, and managing your contacts using the CiviCRM paradigm (a set of rules that govern a system) will help improve your ability to fully utilize your system. This will be a working session, where we will first lead you through an exercise of clarifying how you think about your contacts, after which we will look at Civi's categorizations tools - contact types, sub-types, groups, smart groups, tags, and relationships - and talk about when to use each to your advantage.

Go to to register.

CiviLunches are free one hour webinars brought to you by Greenleaf Advancement


de setembre 21st, 2021 11:00 AM fins 12:00 PM