Fall Fundraising: Contact Cleanup In Your Database

Length: 1 Hour

Wednesday, September 22 at 10am PT

Your people database is the backbone of your organization, so it is essential that you take a little time before your next campaign to import your newest contacts, merge duplicates, and verify that addresses are up to date. We will walk through common tasks to update your contacts and maintain a clean database. In this coaching session, we will:

  • Explain how to identify and merge duplicate contacts
  • Show you how to delete contacts
  • Review how to create households
  • Walk through how to create and manage contact lists