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Church & Donor Management Software  Form

Church & Donor Management Software Form

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Instructions and help about Church & Donor Management Software

hello everyone this is Jesse well hey fer I'm really excited to put together this getting started guide for you there's just a lot of functionality that we built out in mission pillars put a lot of hard work into it and we want to make sure that you know what's available as well as how to use it so you can get the most out of it now this getting started guide is going to be specific to the CRM tab and not the accounting tab so what are we going to be looking at today first we'll be looking at the dashboard and how you can configure your dashboard which is pretty cool we'll be looking at contacts and all the great things you can do with the stored contacts that you have tags and purposes and I'll go over the importance of tags and our system so you can use them in in communications and lists and everything else like that so really important our auto tagging system contributions how you'll be able to see your online and ad offline a

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