Administer your Database and Manage your Contacts
During this two hour training you will learn:
- Best practices for adding new contacts and Managing relationships between contacts
- Conduct basic and advanced searches
- Create groups & smart groups, tags/tag sets and custom data sets (custom fields) and understand the differences between them
- Send an email and export data into CSV format
- Manage activities
- Find and merge duplicates and better understand duplicate rules
- Create an activity report and include it on your dashboard
You’ll leave this training with new skills as well as best practices for managing contacts in CiviCRM.This training is the first session of a four-part training. The next sessions will be on membership, event and contribution management.
This training is brought to you by
For more information, contact us at susan@cividesk.com
11 am - 1 pm Pacific | 12 - 2 pm MST | 2 - 4 pm Eastern
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