Sumac CRM - Sumac Basics - Virtual Instructor-led Training November 19, 2021

Sumac CRM - Sumac Basics - Virtual Instructor-led Training November 19, 2021

NOTE: The video below shows a slightly older version of Sumac. In a recent release, we added a new Simple Search option, which is not shown in the video.
To see the Advanced Search options this video explores in your own instance of Sumac, simply expand the "Advanced Search" option in your searching panel.

This is a video of our Sumac CRM virtual instructor-led training, hosted on Friday, October 22, 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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