Donor CRM
- How do I limit the number of contacts in my list?
- How do I locate a SpeedyGive™ link from a profile?
- How do I locate my import?
- How do I manually fulfill a pledge?
- How do I mark a piece of contact info as invalid?
- How do I merge duplicate contacts?
- How do I quickly search for a contact and all contact history?
- How do I quickly view my pending payouts?
- How do I remove a user and transfer their records to someone else?
- How do I retroactively add a raiser to a contribution?
- How do I save a list?
- How do I schedule a CRM training?
- How do I see which calltime lists a contact is on?
- How do I segment my contacts with And / Or filter groups?
- How do I select the information that is visible in a filtered list?
- How do I set up my bank account in Numero?
- How do I set up payment processing notifications?
- How do I setup 2FA on my account?
- How do I switch accounts?
- How do I update an ask amount for a donor?