Fundamentals of Contact Management

June 1, 2017: 8 - 10 am PT | 9 - 11 am MT | 11 am - 1 pm ET

 

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

For more information, contact our training manager, susan@cividesk.com

Click here to register

Next step:
Upon completion of this class, continue to improve your skills and register for one of our intermediate level classes.

 

 

When
June 1st, 2017 from  9:00 AM to 11:00 AM
Location
Your Computer (Mountain Time)
United States