Introduction into Working with Volunteer Work Hours
In the NFP Zoho CRM, there is a custom module to store the volunteer’s work hours and the events/campaigns they have volunteered in. Below screenshot shows all the information regarding the volunteer’s status on each event, event details which they have been planned or participated.
When you plan for an event, the first thing that comes to the mind is to plan the volunteers for the event so you can run the event smoothly.
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8.3 Volunteer Work Hours Associations To The Campaign’s Module
Now you can associate all the volunteers' work hours who has confirmed for the event in the volunteer work hour related list like in the below status. When you click on the plus button in the Volunteer work hour related list, then the custom module ...
Introduction on Working with Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, where you need to maintain continuous engagement with constituents, track profiles, their ...
Introduction into Working with Accounts
In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An account stores the ...
Introduction into Working with Deals
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...
Introduction into Working with Household Accounts
These Household accounts are otherwise called as family accounts. If you have to track and associate family members of a particular contact, then you need to use this custom module called Household accounts. You can create the household account with ...