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