Course curriculum

  • 1

    Getting to know your CRM

    • Getting started with CRM
  • 2

    All about Contacts

    • All about Contacts

    • What is a CRM Contact?

    • How to add new Contacts

    • The contact detail page
  • 3

    Households And Relationships

    • Households And Relationships

    • How do Households work?

    • How to add new families to your CRM

    • What are Primary and Secondary members in a household?

    • What are relationships in CRM?

    • What kind of relationships does CRM have?

    • How to add and edit members and relationships to an existing family
  • 4

    Organizations

    • Organization Details Page
  • 5

    Let's get organized

    • Let's get organized

    • Regular Groups and Smart Groups

    • Adding Contacts and Households to Regular Groups

    • How to create Regular People and Household groups

    • Filtering by Groups

    • Household Settings

    • Bulk Action
  • 6

    All About Financials

    • All About Financials

    • All About Financials

    • Adding a Pledge

    • Adding a Payment

    • Types and Subtypes

    • How to add Types and Subtypes

    • How Subtypes Dependencies works

    • What are Subtype Dependencies and how they work

    • Adding Credit Cards

    • The different Financial List Views

    • Sending letters from a List Views

    • Payment Types

    • How to use different processors

    • Failed Payments
  • 7

    New Lightning Payment Page

    • New Payment Page In Lightning
  • 8

    Recurring Billing

    • Recurring Billing

    • Adding Recurring

    • Recurring Billing List View

    • Making a Payment Plan

    • Updating Credit cards on Recurring Billing
  • 9

    Financial Letters

    • Financial Letters

    • Creating a letter-head

    • Intended Uses for Letters

    • How to create a letter for a single income

    • Adding Merge Tags

    • How to add a Table

    • Portal Link

    • Cloning

    • How to Preview a letter

    • Envelopes

    • Template Gallery

    • How to send a letter

    • Adding a PDF to an email
  • 10

    End of Year Mailings

    • End of Year Mailings

    • How to send

    • Filtering for people to send to

    • Previewing

    • Printable (backup) letter type

    • Mailing Excel

  • 11

    Using Leads in CRM

    • Leads

    • Leads

    • Change how the list view is displayed

    • Filters

    • Lead Detail Page

    • Converting a Lead

    • Converting Contacts To Leads
  • 12

    ChabadOne Sync

    • Step 1 - Preparing Forms

    • Step 2 - Forms & Fields That Sync

    • Step 3 - Types & Subtypes

    • Step 4 - Merge Settings

    • Step 5 - Activate Sync

    • Advanced Options Once Sync Is Active
  • 13

    Smart Groups

    • Smart Groups

    • Smart Groups

    • The Presets

    • Creating New Smart groups

    • Using smart groups in different scenarios

    • Support
  • 14

    Observances

    • Observances

    • Observances

    • Adding and viewing Yahrtzeits, Birthdays & Anniversaries

    • Creating Relationship letters

    • Sending Relationship Letters

    • Session 12 - Events and campaigns
  • 15

    Events and Campaigns

    • Events and Campaigns

    • Events and Campaigns

    • Creating A New Event

    • Event and Campaign Financials

    • Syncing Events and Campaigns with ChabadOne Sites

    • Lightning Campaign And Events List View

    • Campaign Detail In Lightning
  • 16

    CRM Mobile App

    • CRM Mobile App

    • CRM Mobile App

    • Basic navigation

    • Adding contacts

    • Navigating The Mobile App

    • Using Contact Quick Actions
  • 17

    NEW Lightning List View

    • Lightning List View

    • List View Gallery

    • Lightning Contact List View

    • Bulk Actions

    • Customizing List View Columns

    • Using The Filters System

    • Creating smart groups

    • List View Gallery
  • 18

    NEW Lightning Cross Filters

    • NEW Lightning Cross Filters

    • Cross Filters

    • Income Cross Filter

    • Campaign Member Cross Filter
  • 19

    Kinus 21 Updates

    • New Observances List view

    • New Household List View

    • Subscribing to a List View

    • New Scheduling Page

  • 20

    NEW Contact detail page Lightning

    • Contact Detail Page Lightning

    • Edit Your Contact Detail Page Layout