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CiviCRM Training

CiviCRM is so intuitive and straightforward that anyone can get something out of it just by logging in. However, effective training can dramatically improve your learning curve, help you fully leverage CiviCRM's power, and give you ideas for different ways you can effectively use it to advance your mission.

Custom Training

Greenleaf Advancement offers custom on-site and remote training sessions for wherever your organization might be on its CiviCRM journey. We have experience training groups that are just beginning with CiviCRM, groups that have worked with the system a while and are ready to take the next step, and groups who feel they may have gotten off course with their system. We help organizations frame their data and business processes in ways that make them easier to represent in Civi, maximizing system and organizational effectiveness. Let's have a discussion about your needs and how we might help.

CiviLunch

Back by popular demand! We will once again be running our popular CiviLunch webinar series on a weekly basis, providing free one-hour training sessions on CiviCRM. These sessions are both a great refresher for those who have been using the system a while, as well as a cost-effective and efficient way to get new members of your staff and volunteer corps up to speed. As a way to give back to the CiviCRM community, CiviLunch sessions are open to the general public, however seating is limited and first preference will be given to Greenleaf clients. Non-Greenleaf clients may register at any time; your registration will be confirmed at the time you register, but your participation can not be guaranteed until the morning of the session. Check the schedule below and register for your choice of sessions today. Seats are limited, so don't delay. Registration closes at midnight on the day of the session. The webinar details will be sent out about an hour before the session begins.

PLEASE NOTE: These sessions are held at 12 noon EASTERN U.S. time (EDT or EST depending on time of year). To see what time that is for your time zone, you can use the handy Time Zone Converter.

Upcoming Events

CiviLunch Webinar - Using CiviMember
April 25th, 2018
Using the membership module in CiviCRM

CiviLunch Webinar - Mosaico Bulk Email Extension
May 2nd, 2018
Using the new "drag & drop" bulk mailer Mosaico in CiviCRM

CiviLunch Webinar - Minimizing Duplicate Contacts
May 9th, 2018
Learn the best ways to minimize, find, and merge duplicate contacts in CiviCRM

CiviLunch Webinar - Using CiviReport
May 16th, 2018
Using and Customizing Reports in CiviCRM

CiviLunch Webinar - Organizing Your Contacts in CiviCRM
May 23rd, 2018
Categorizing and Managing Your Contacts for Maximum Effectiveness