PatronManager Help

Webinar: "I Need a List" CRM Snapshots - Sept 2021

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"I Need a List" CRM Snapshots: https://help.pm.leapevent.tech/a/1455633

CRM Snapshots are a powerful tool you can use to answer questions normal reports can't! Get quick answers to complex questions, temporary roll-ups, and more with this library of pre-built reports.

In this webinar, we'll cover everything from troubleshooting your snapshots to custom fields to cross filters.

We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.  

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