The Most COMPLETE Training on EveryAction Contact Records
Course Overview
Contact records are the core of Bonterra CRM (Formerly EveryAction).
Without them, you wouldn’t be able to track giving information or reach out to supporters to communicate the latest news about our organization.
Understanding what information can be stored in a contact record and how a contact record is structured is essential to understanding how to create lists, export data, run reports, and to create automation in EveryAction.
Course Curriculum
In this course you will you learn:
Felicia Terry
For over 15 years Felicia Terry has been partnering with nonprofits, organizations and educational institutions to select, implement and maximize their CRM and donor management systems. As the Principal Specialist of Nonprofit Software Specialists, LLC (NPSS), she directs all consulting engagements from initial concept to final execution and understands the impact a CRM system has in moving an organization’s mission forward.
Felicia has first-hand experience working within nonprofit organizations and is well versed in the possibilities and pitfalls of the nonprofit environment. Prior to consulting, Felicia served nonprofit organizations for over 13 years in development (including annual giving, capital campaigns and membership), which allows her to bring the best practices from the industry to her clients.
As a CRM software guru, Felicia is known for her creative energy and support of organizations large and small. Her clients value her experience in the nonprofit development world, relish her passion, and enjoy the sense of humor she brings to each project.
