Relationship Basics
Thoughtful management of relationships is at the heart of every nonprofit’s success—but keeping track of all those interactions can quickly become overwhelming. That’s where MonkeyPod comes in! As a CRM (Constituent Relationship Management) platform designed specifically for small nonprofits, MonkeyPod helps you to organize your relationship data and track engagement, contributions, communications, and more—all in one place!
Course Curriculum
Welcome to Relationship Basics
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The Fundamentals of Relationship Management
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Searching Relationships and Segmenting Donor Lists
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Using Custom Attributes to Capture Additional CRM Details
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Understanding Connections Between Relationships
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Learning About Relationship Interactions
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Conclusion
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