ProLeedz-CRM Charity Home Dashboard

Published by Derrick Jennings

If you’re using the charity configuration you will be presented with the Charity Home Dashboard when you sign-in.

Proleedz-CRM Charity Home Dashboard

Tiles

The ProLeedz-CRM dashboards utilise a tiled arrangement to make system navigation easier.

Sponsorships

Create, modify and view details about sponsorships past and present.

Sponsors

Contact management is an important activity for any organisation. Here you are able to view the details of contacts who have sponsored at least one event, activity or programme.

Introductions

It all begins with an introduction. Using ProLeedz-CRM you are able to capture, modify and manage the opportunities that you have created by your organisation.

Programmes

Capture the details about a programme that you are running and monitor your progress.

Contacts

Contact management is an important activity for any organisation. Here you can create and keep track of all of your contacts.

Organisations

ProLeedz-CRM allows you to capture information about organisations that you have relationships with.

View Activities

Capture interactions that you have had with your contacts and sponsors here.

Targets & Performance

Run reports to assess your progress against any performance objectives that you have set.

Quick Action Menu

Useful shortcuts are available under the quick action menu.

Home

Following this link will always return you to your home dashboard.

Previous page

Following this link will return you to the last page that you viewed. There is a known issue where the Previous page link will return you to an unexpected page. Should you experience this issue, simply press the Home link or press the Previous page link a second time.

Create a sponsorship

Follow this link to create a new sponsorship record.

Create an introduction

Follow this link to create a new introduction record.

Create a programme

Follow this link to create a new programme record.

Create an activity

Follow this link to create a new activity record.

Create a contact

Follow this link to create a new contact record.

Help

Follow this link to open a ProLeedz-CRM help page in a new window in your web browser.