Popular Articles
Managing CRM Account Settings
Once you sign up for Nonprofit Vertical CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change ...
How do I send automated birthday wishes or reminders?
You can send automated birthday wishes or reminders by setting up a workflow rule to create scheduled actions. Read more on creating a workflow here. Set the workflow rule to execute during a certain date (contact's birthday). Set the workflow to ...
Create Workflow Rules in Nonprofit Vertical CRM
Workflow Rules in Nonprofit Vertical CRM, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, assigning tasks and updating ...
Setting Up Nonprofit Vertical CRM
Setting up Nonprofit Vertical CRM for your Organization The Setup page in Nonprofit Vertical CRM helps you configure all settings necessary to get your CRM up and running. Be it personalization, automation or third-party integrations, you can ...
Organizing Emails in Nonprofit Vertical CRM
One major means of business communication is email. The communication that you have with your customers needs to be kept for the record. You need to have them organized in a way to quickly access them whenever required. Without a well organized, ...