How can I view contact information?

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• Using Nonprofit Vertical CRM View for Activities

  For any role in the nonprofit sector, a typical day at work is loaded with tasks. It could be the field work to visit a donor, or the task to call up a prospect to discuss a campaign, or to follow-up with members after their visits to your website. ...

• Managing List Views

  A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...

• Creating Contacts

  In Nonprofit Vertical CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data from ...

• Synchronizing Nonprofit Vertical CRM with Google Contacts

  Keeping up-to-date contacts in both Nonprofit Vertical CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps you to configure one-way or two-way sync schedules that will automatically sync contact details. Also, ...

• Working with Proposals

  Tracking major gifts and grant proposals is a foundational piece of any nonprofit and with Nonprofit Vertical's Proposal module now everything associated with your major gifts and grants life cycle can be tracked within CRM. In Nonprofit Vertical ...