Knowledge Base

Campaigns are generally used to track events or to otherwise group together individuals for targeted or marketing purposes. Campaigns  Campaigns are na...

Each Campaign has Campaign Members. Campaign Members must exist in Salesforce as Contacts before you can connect them to the Campaign. Campaign Member...

On the  Campaign Related page, click "Add Contacts" on the Campaign Members section.  You can do this from the summary page as shown above...

Opportunities are where we track fundraising, award management, and other moneys coming into the organization. Opportunities are deals in progress. Oppo...