NPSP How-To-Series Notes

NPSP How-to Series YouTube Playlist

  1. Convert a Lead (2:19)
  2. Create a Contact – Classic (1:20)
  3. Override a Default Contact Address (2:31)
  4. 2:44 NPSP How-To Series: Manage Relationships
  5. 2:11 NPSP How-To Series: Mark Do Not Contact or Deceased
  6. Manage Multiple-Payments in NPSP (1:55)
  7. 1:47 NPSP How-To Series: Donation Allocations – Classic – Unlisted
  8. 1:48 NPSP How-To Series: Manage Soft Credits
  9. Donation Acknowledgments (2:17)
  10. 3:15 NPSP How-To Series: Automatic Campaign Member Management
  11. 2:53 NPSP How-To Series: Levels
  12. 2:42 NPSP How-To Series: Engagement Plans
  13. 1:50 NPSP How-To Series: Levels with Engagement Plans
  14. 1:49 NPSP How-To Series: Installed Packages
  15. 2:24 Nonprofit Starter Pack 3.0 Household Account Page
  16. [Private video]
  17. 1:19 NPSP How-To Series: Allow Access to Campaigns
  18. 4:25 NPSP How-To Series: Enable new NPSP Features
  19. 2:59 NPSP How-To Series: Convert a Lead
  20. 2:28 Salesforce Social Studio for Nonprofits – Demo
  21. 3:33 Nonprofit Success Pack (NPSP) for Salesforce – Demo
  22. 1:37 NPSP How-To Series: Create or Modify GAU Allocations
  23. 3:50 NPSP How-To Series: Automatic Household Naming
  24. 3:30 NPSP How-To Series: Matching Gifts
  25. 2:23 NPSP How-To Series: Tribute Opportunities
  26. 2:59 NPSP How-To Series: Specify Preferred Phone & Email for a Contact
  27. Custom Opportunity Naming (3:07)
  28. 1:47 NPSP How-To Series: Seasonal Addresses
  29. 2:17 NPSP How-To Series: Add New Relationship Types
  30. 1:06 NPSP How-To Series: Health Check
  31. 2:43 NPSP How-To Series: Add a Contact to an Existing Household
  32. 2:51 NPSP How-To Series: Customizable Rollups Overview
  33. 3:54 NPSP How-To Series: Customizable Rollups Configuration
  34. 2:41 NPSP How-To Series: Merge Duplicate Contacts
  35. 1:50 NPSP How-To Series: Organizational Primary Contact
  36. 2:33 NPSP How-To Series: Add Organizational Affiliations
  37. 3:41 NPSP How-To Series: Create and Manage Grants