Salesforce
This is the correct way to create a case
In the Cases tab: New/ Donor Srv/Phone/Save
What are the 4 pieces of information the account might include?
Full Name, Address, Email, Phone.
These are the 4 most common source codes
Ingles / Espaniol / Memorial/ Honor
This is where you locate any documents within salesforce.
Search Bar
Name the information displayed between the Donor Information and the account number
Transaction History
These are the 3 ways to donate
Credit/Debit card, ACH (saving/checking) & Check(mail)
This is the way we don't search for constituents
Constituent Search (at the TOP)
These are the steps to reassign/escalate a case.
(in correct order)
Anonymous Donation
This is where you can find the Tax receipts.
(You must respond as a question)
The Links tab?
These are two steps to complete at the end of the call.
Case Comments / Close Case.
What are the dates available to choose for recurrent donations? (to obtain all points you must give two answers)
CC /DC: 1-28
ACH 1 or 15
It is the upper part of sales force (includes the most important information)
The Highlight panels.
Once you write your case comments, you must?
check mark the public tab
Name of the link where you will process the donation
Manage Donations