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Adding Constituents


Description
This course is designed for new Donorfy users to understand how to add a new Constituent to the CRM. The course covers: What is a Donorfy Constituent? Adding an Individual Adding a Group The Preference Centre This course is a must for anyone starting out on their Donorfy journey.

Featured in the Fundamentals I Certification Course

Type: Videos Duration: 10 minutes

Content
  • Course Introduction
  • What is a Donorfy Constituent?
  • Adding an Individual Constituent
  • Adding a Group Constituent
  • The Preference Centre
  • Course Summary
Completion rules
  • All units must be completed
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