Fundamentals of Contact Management

This event is currently full. However, you can register for the class coming up on Monday, Jan. 28th or the class on Thursday, Feb. 7th by going to the Cividesk training calendar. Click on the link above for Training and then select training calendar from the items on the left.
 Registration is closed for this event
January 14, 2019 - 9 - 11 am PT | 10 am - 12 pm MT | 12 - 2 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.

Next steps:
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

 

When
January 14th, 2019 10:00 AM   through   12:00 PM
Location
Your Computer
Mountain Time
United States
Contact
Phone: (720) 381-3939
Email:
Training Fee
Per person $ 40.00

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