CRM Fundamentals Content

Module Overview

Gearing up to launch a petition, fundraiser or political campaign? Building a sustainable support base requires trust built through relationship development. A path of engagement and professional approach to tracking supporter relationships from prospect through to champion can greatly increase the impact of your team efforts. 

Learning Objectives

  1. Introduction to CRM deployment best practices: Data collection, structure and import
  2. Create and manage a supporter path of engagement in NationBuilder
  3. Set up access (permissions) for a distributed team and query your database to take actions and generate reports

Templates

  • CRM Deployment Preparation 

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