Donor CRM
- Leveraging SpeedyGive™ for Calltime
- Accessing Profile-Specific SpeedyGive™ Links
- Contact Exceptions in Filtered Lists
- Filtering for Incomplete Contact Profiles
- Bulk Modifying Contact Information
- Save a List
- Adding Templates to Call Time Lists
- Booking CRM Training
- Adding Source Codes to Contributions
- Two-Factor Authentication (2FA) Setup
- Manual Contact Creation
- Import Permission Restrictions
- Exporting Codes
- Bulk Contribution Editing
- Adding Pronouns to Contacts
- Filtering by Email or Phone
- Associating Contacts with Organizations or Employers
- Managing Refunds for Reattributed Contributions
- Donor Ask Amounts
- Create an Automated Pledge Report