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Feature Focus: CRM Snapshots: https://help.pm.leapevent.tech/a/1592043
Whether you’re looking to reinspire lapsed donors, email frequent ticket buyers, renew your members, or engage with first-time show attendees, CRM Snapshots are an essential tool for streamlining your marketing and development communications.
Join us for a tour of this feature and a sneak peek at a brand new Snapshot!
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.
Additional Resources
- All About CRM Snapshots
- How to Unlock your CRM Snapshots and Door List Reports
- No Reports Exist With Developer Name: How to Fix Your CRM Snapshot
- How to Use a CRM Snapshot as a Cross Filter
- How to Build Tricky Reports with Cross Filters
- How to Add Custom Fields to a CRM Snapshot
- How to Exclude Certain Account Types from Rollups or CRM Snapshots
- All About the Client Community