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.
Diana Otero is a Product Marketing 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.