Nonprofit Vertical | Accounts

Accounts
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 ...
How to create a Sticky Note
Create a sticky note To create a sticky note Click the Sticky Note icon on the footer of your Nonprofit Vertical CRM screen. Click the Create New Sticky Note button. Type your note. The note is saved automatically. Format a note Once you have created ...

Nonprofit Vertical | Accounts | Knowledge Base