These recorded training sessions provide bite-sized overviews to introduce you to new functionality or refresh your memory.
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Launch
Introduction to the Annual Fund Layer
11 min
Annual Fund Operating Report
Focus on Viewports for Annual Fund
40 min
Testing, Testing, Testing for Annual Fund
56 min
Annual Fund Segmentation Strategies
35 min
Annual Fund Spring Tune Up
22 min
Diagnosing YTD Performance to Plan for Next Year
Introduction to the Major Giving Layer
8 min
Overview of Major Giving EVI
3 min
Targeter Queries Every Gift Officer Should Have
16 min
Targeter Queries Every Gift Officer Manager Should Have
30 min
Short Time to Money Prospects
19 min
Identifying Planned Giving Prospects
Contact Management Basics
27 min
*NEW* Portfolio Hygiene for Gift Officers
12 min
*NEW* Portfolio Hygiene for Gift Officer Managers
15 min