Welcome to your GoodCRM Essentials training.

In this course, we’re going to be looking at some CRM familiarization and getting to know your way around the system. We’ll cover:

• CRM Familiarisation
• Importing Data into GoodCRM
• Using Record Forms in GoodCRM
• Programmes, Projects & Events in GoodCRM
• Creating Segments for lists, bulk actions, statistics and export

CRM Familiarisation

The Dashboard is where you’ll arrive when you first log in, and is the main ‘homepage’ of your CRM.

Here you can see recently edited People or Organisations that you’ve interacted with.

The Dashboard will also keep you up to date with any new features we release, and upcoming webinars.

If you have the Donations or Membership Add-ons, the buttons here will take you to their respective sections of the CRM.

The top menu bar is used to navigate between the various sections of your CRM. This can vary in appearance based on features you have added or add-ons you’ve installed, but we’ll be looking at the main features of GoodCRM today.

Starting in the People section, this is where all of our contacts live. At the top, we have a search bar to search by First or Last Name, and can choose to filter by either tags or connection fields. This will include any tags or Connection type fields in your CRM, including custom fields you’ve configured.

When viewing an individual Person record, you can see any custom field data related to this profile in the box on the left including contact information, address, profile picture, names and more. Any custom fields you’ve configured which have data entered for them will appear here.

Using the three dots next to this person’s name, we can quickly edit their profile to edit any data we hold about them. This will load our ‘default’ Person form, but we can use the Form Switcher on the right hand side to select a different form here, which might contain different custom fields. Any changes we make can be saved before we return to this person’s profile.

Below this person’s custom field data, we can also see badges, which we’ll cover in detail in the Segments section later.

If you have the donations and memberships add ons installed, you’ll also see an overview of their total donations and membership plan here.

In the middle of the screen, each contact has their own “Timeline” – this will include details such as emails captured, donations received, newsletters and more, showing progression of contact and engagement with the individual over time. This view can be filtered by date or by type of interaction, or can be searched to find a specific interaction.

In addition to things that are captured through the CRM automatically, you can also add “Notes” to a Persons timeline manually to add any relevant information you might want to store – for example, an in-person meeting or conversation you’ve had with this contact.

We can see our example person here is connected to different people and organisations in the CRM through Connection fields, as well as being connected to different Projects and Events. Anything that connects into their profile will appear here, on the right hand side of their profile.

Moving over to the Organisations section of the CRM, the display is similar to the Person view in that each Organisation has a profile in which you can see any information relating to the Organisation, including custom fields and timeline events. We’ll see any individuals that are connected to this organisation underneath the custom field data, and the system will suggest connections too, if the contact’s email matches the organisation’s web domain.

We can also see here any grant funding this organisation has been connected to as a funder, as well as projects they may have funded or been involved with on the right hand side.