Marketing

How to create a contact

1. Log in to My Fundraising Place
2. Go to Sales > Contacts
3. Click on the + button to create a contact (Alternative creation: when in Group click on the + button under the Contact Tab)
   
4. Enter in fields:
   • First Name
   • Last Name
   • Job Title
   • Description
   • Owning User
5. Addresses:
   
   
   • Enter in address and click on the Validate button. It is very important to validate addresses right away as you enter them. An accurate location is very important for all mapping purposes
     
     • Click on either Validated Address button or Use Current Address button
   • Pick from address functions if needed:
     
   • In Order from left to right:
     • Open Scheduling Tool
     • Copy
     • Paste
     • Map It in Google Maps
     • New Address
     • Delete
     • Make Primary Address
   • If multiples, select primary
6. Phone Number
   
   • If multiples, select primary
7. Email Addresses
   
   • If multiples, select primary
8. Click on the Save & Close button

Changing a contact

1. Log in to My Fundraising Place
2. Go to Sales > Contacts
3. Double-click on the contact you want to change
   
4. Make changes to contact
5. Click on the Save & Close button