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CiviLunch Webinar - Organizing Your Contacts in CiviCRM

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Categorizing and Managing Your Contacts for Maximum Effectiveness

CiviCRM at its core is a contact management system, so understanding your options for organizaing, catagorizing, and managing your contacts using the CiviCRM paradigm (a set of rules that govern a system) will help improve your ability to fully utilize your system. This will be a working session, where we will first lead you through an exercise of clarifying how you think about your contacts, after which we will look at Civi's categorizations tools - contact types, sub-types, groups, smart groups, tags, and relationships - and talk about when to use each to your advantage.

September 10th, 2019 12:00 PM   through   1:00 PM

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