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!

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 Tamar Meir, Cividesk Customer Support & Training Manager: tamar@cividesk.com