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


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