You’ve made the most of NPSP features, from Opportunity record types to Levels. Opportunity sales processes (stages!) help you track the journey from identification to solicitation and, hopefully, closed won. While this looks a lot like moves management, it leaves you wanting when it comes to tracking relationship interactions.
Join The Second Step Advancement team to hear how one custom object moved them from pipeline management to moves management, where a move is any supporter journey.
Attendees will
1. Learn how to distinguish relationships from transactions in Salesforce
2. Learn how to record qualitative data in a systematic and usable way
3. Hear how ‘moves management’ is about more than major giving
