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Fundamentals of Contact Management

November 7, 2017: 11AM - 1PM PT | 2PM - 4PM 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.

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


Questions? Contact Susan Engeman, Cividesk Training Manager: susan@cividesk.com

 

November 7th, 2017 12:00 PM   through   2:00 PM
Your Computer
Mountain Time
United States
Phone: (720) 381-3939  ext. 104
Email:
Per person $ 40.00

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