Contacts
Get to know the task procedures involving contacts in the CRM
Contributions
Learn how contributions work in the CRM
Events
Learn how to create and update events in the CRM
Groups
Learn how to create groups, smart groups, and other functions
Mails
Learn how to create, update, send, and schedule a mail in the CRM
Activities
Learn how add an activity to a contact, import/export activities, and other activities related tasks.
Campaigns
Learn the function of campaigns in the CRM and how to perform campaign tasks
Reports
Understand the purpose of reports in the CRM and how to search using criterias
Other CRM Functions
Helpful functions and tools in the CRM that can make your task easier & quick
If you believe that there are certain tasks procedure missing here, please let the Chabad Concierge support or the trainer know so we could add/create a procedure for it. Feel free to send a message to John Nolledo or Wyne Anthony on Slack/Whatsapp.