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Relationships - CRM

  • Overview of...Relationships in MonkeyPod
  • Data Migration 1: Overview of Importing Your Data
  • What is an Entity?!
  • Entity Types
  • Roles
  • Tracking Interactions
  • Auto-Log Interactions by BCC'ing a Special Address
  • Connecting Entities
  • Householding (Multiple Contacts Grouped Together)
  • Advanced Entity Searching
  • Generating Mail Merge Lists
  • Making Custom Attributes
  • Custom Attribute Data Types Explained
  • Recording a Donation
  • Pipelines / Moves Management
  • Customize your MonkeyPod Dashboard
  • Managing Duplicates
  • Soft Credits
  • Matching Gifts
  • Adding an Email List Signup to your Website
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