Sumac CRM - Virtual Instructor-led Training, August 12, 2020

Sumac CRM - Virtual Instructor-led Training, August 12, 2020

NOTE: the video is an older version of Sumac and we have since added a Simple Search option. To see your Advanced Search options, as you will see in the video, simply expand Advanced Search.








This is a video of our Sumac CRM virtual instructor-led training, hosted on Wednesday, August 12, 2020.

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.

Whether you're a beginner trying to get a handle on using Sumac, or a seasoned user looking to brush up on your Sumac skills, this video should give you a crash-course in using Sumac more effectively!