Document Your Work

Document Your Work

05:292024-05-26

Jaksokuvaus

On today's episode I share how important it is to document your CRM or donor database. It makes the database development transparent for administrators and should explain custom fields, objects, buttons, automations and integrations.   Related podcasts: Discovery Process Before Setting Up A CRM What To Look For In A CRM Finding The Right Person To Manage Your Database _____ Visit 488parkconsulting.com Follow Meg Kreikemeier on LinkedIn

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