Use this link to share with your colleagues:
User Certification Module 1: What is PatronManager?: https://help.pm.leapevent.tech/a/1248943
Welcome to PatronManager! Is your organization switching over to PatronManager? Maybe you're new to your organization and need to learn how to use the system?
Either way, you've come to the right place! In this User Certification Course, we'll bring you up to speed. We've got videos, diagrams, and quizzes to help you on your way.
There are six modules in all, and a short test at the end of the course. All in all, it should take you about 2.5 hours to go from this paragraph to the end of the test. Hyped yet?
Let's jump in!
First things first: what's PatronManager?
PatronManager is a CRM and ticketing system.
CRM stands for Customer Relationship Management. PatronManager is designed to help you oversee all your interactions with your patrons. Depending on your job, you might use it to:
- Sell tickets and subscriptions
- Log calls and emails
- Enter donations
- Pull lists for targeted mailings and emails
- Track financial information
- Communicate with your colleagues
- Run reports for your board
So how does PatronManager work?
Good question! We've got a video for you:
Module 1 Quiz
Great work! Ready for the next module?
Jump right into Module 2: Where Do People Live in PatronManager?