Length: 1 Hour
Thursday, January 13 at 11am PT
Your people database is the backbone of your organization, so it is essential that you take a little time before sending contribution statements to import your newest contacts, merge duplicates, and verify that addresses are up to date. We will walk through common tasks to update your contacts and deliver your contribution statements. In this coaching session, we will:
- Explain how to identify and merge duplicate contacts
- Show you how to delete contacts
- Review how to create households
- Walk through how to create and manage contact lists
- Discuss how to utilize Address Verification to keep addresses updated
