We offer comprehensive training with Fundraising fundamentals so that you can operate the system correctly and feel comfortable training callers.

Areas covered include;

• Data import and export

• Administration
  
  • campaign management
  • user management
  • call management
  • auditing

• Callers
  • registering on a campaign
  • call management

• Constituent and call details
  
  • biographical
  • business and education
  • call data and pledge
  • fulfilment methods
  • actions and events

• Other areas
  • reporting
  • dashboard
  • caller allocation