Sumac CRM Foundations - Virtual Instructor-led Training, June 11, 2021

Sumac CRM Foundations - Virtual Instructor-led Training, June 11, 2021

This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, June 11, 2021.

This virtual training session covers:
  1. Navigating Through Sumac
  2. Entering New Records
  3. Managing Contacts
  4. Searching
  5. Running a Mailing 
  6. Reporting
  7. Entering Donations
  8. Thanking your donors
It also includes some simple navigation tips and tricks to make your life easier as you move around in your Sumac database.



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