How to subscribe for additional Nonprofit Vertical CRM users?

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• 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 ...

• How can I add users to my Nonprofit Vertical CRM account?

  In Nonprofit Vertical CRM, only administrators can add users with the steps below: Click Setup > Users and Control > Users. In the Users page, click Add New User. In the Add New User page, enter the following details: First Name and Last Name - It is ...

• Nonprofit Vertical CRM Common Operations

  How Can I... · Navigate Records · Search Records · Create Records · Create Records Individually · Import Records · Capture Records from Website (Using Web-to-record Form) · Export Records · Print Records · Restore Deleted Records · Merge Duplicate ...

• Users, Roles and Profiles

  Users: Add users to your CRM account and assign them roles and profiles. Note that only after you add a user in your account, will you be able to add new profiles and roles. For the first user that you add, the system defined role (CEO, Manager) ...

• Integrate Twilio with Nonprofit Vertical CRM

  Set up Twilio Integration Twilio, the hosted PBX system integrated with Nonprofit Vertical CRM offers options to organize your organization's incoming and outgoing calls from within Nonprofit Vertical CRM. You can configure the Twilio set up to ...