Sumac 101 Crash Course

Sumac 101 Crash Course

Info
This webinar was recorded using a previous version of Sumac. Although colours and branding have been updated, the guidance and advice given in this webinar is still accurate.

If ever you wanted to know how using a CRM database can make your work easier and more efficient, this webinar is for you!

Whether you are brand new to using Sumac CRM, or a more experienced user looking for a refresher, this webinar is a short crash course on how to use Sumac CRM. We'll talk about:
  1. Navigating in Sumac CRM
  2. Entering New Records and Donations
  3. Searching, and
  4. Running a Mailing