March 4, 2015 Online Group Training - Contact Management with CiviCRM

This 2-hour online training session is designed for new users of CiviCRM or organizations who are current users, but have new staff to train and those who are in need of a refresher course.

During this two hour training you will learn how to:

• Create a contact and learn about the different contact types
• Manage relationships between contacts
• Conduct basic and advanced searches
• Create groups, smart groups and tags and understand the differences
• Perform an action on a group of contacts (send an email)
• Manage activities
• Export contact data
• Create Custom Data sets (custom fields)
• Find and merge duplicates
• Create an activity report

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 will be conducted in CiviCRM 4.4.

This training is brought to you by

For more information and questions, contact Susan Engeman at susan@cividesk.com