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ACADEMY

Become a Bloomerang Task Master

 

Join us for this informative session on adding Tasks to a Constituent’s Timeline. You will learn how you can enter tasks for upcoming meetings and “to-do” items as you cultivate your prospects and manage your relationships with your donors. You’ll also learn how to report on active and completed tasks.

Learning objectives:

  • Manage active tasks
  • Create and assign tasks
  • Complete tasks and convert them into interactions
  • Understand task notifications
  • Report on tasks
Diana Otero
Diana Otero is the Product Engagement Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

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