Getting Started
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 ...
Navigating Records
Navigate primarily means the process of moving back and forth within the records. Navigation in Nonprofit Vertical CRM allows easy movement between records; provides options to choose the number of records to be displayed in one page; and saves time ...
Setting Up Assignment Rules
Assignment rules help you automatically assign the records to users in Nonprofit Vertical CRM. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through ...
Getting Started - Common Operations
Import Import records in your CRM account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records option. ...
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 ...
How do I add a signature to all my outgoing emails?
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Setup > Personal Settings > Account Information. In the Account Information page, click Edit for the Signature section Specify the ...
How can I add a logo to my signature?
You can add a logo/image in your signature by following the steps given below: To add an image/logo to your signature: 1. Click Setup > Personal Settings > Signature. 2. In the Signature page, enter your signature details. 3. Click on the Insert ...
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 ...