Preparing For Contribution Statements: Contact Cleanup
RECORDED WEBINAR: November 17, 2021
Your people database is the backbone of your organization, so it is essential that you take a little time before sending contribution statements 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 deliver your contribution statements.
In this webinar:
- 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
- Discuss how to utilize Address Verification to keep addresses updated
Want to join the next live session? Check out our upcoming dates for Church Coaching Sessions or Nonprofit Coaching Sessions.
