Constituent Management (CUS100)

Subsystem:  Constituents & Committees
Time:  4hrs
Interactivity:  
Dept. Recommendations:

AOA STAFF
AFFILIATE STAFF

Learners will be trained on how to search for and manage constituent records within Personify. This is done in CRM360®. You will work with background information, involvement history, contact information, and much more. Included with this training is a brief overview of the Contact Tracking module.


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