What is a 'module' in Nonprofit Vertical CRM

• Related Articles

• 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 ...

• 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 ...

• Creating Accounts

  In Nonprofit Vertical CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data  through ...

• Understanding Nonprofit Vertical CRM

  Editions You can choose any one of the Editions for your Organization's Nonprofit Vertical CRM account. Standard Edition Professional Edition Enterprise Edition Each Edition is a package that contains a set of features that differentiates it from ...

• How do I import my leads into the Nonprofit Vertical CRM account?

  In Zoho CRM, you can import your records using the Import My Leads feature. Follow these steps to import leads: Click the Leads tab. In the Leads Home page, click Import Leads. In the Import Leads page, select Import My Leads. Browse and select the ...