Knowledge Base

Donor Management and Event Management Webinar

An overview and demonstration webinar on Click & Pledge's Donor Management and Event Management applications available on Salesforce CRM.

The first part discuss how information flows into Salesforce and features like Contact Matching, Autoresponder, Virtual Terminal, Patron Rank, and Pledging.

The second part covers Event Management. Features like templates, registration sites, discount coded, and check in and check out are discussed.

Webinar airdate: July 10, 2019