Getting Started
1 Article
Tracking Donor Activities
9 Articles
- Acknowledging Donations
- Logging a Meeting Manually with a Donor or Volunteer
- Logging an Email Manually with a Donor or Volunteer
- Logging a Text Manually with a Donor or Volunteer
- Logging a Call Manually with a Donor or Volunteer
- Making a Call through RingCentral for Salesforce
- Sending a Text through RingCentral for Salesforce
- Logging a Previous Call in RingCentral for Salesforce
- Logging a Previous Text in RingCentral for Salesforce
Leads
1 Article
Receipting
1 Article