NPSP Back to the Starting Gate

Started by Tony Budak, July 02, 2015, 07:07:09 pm

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Tony Budak

July 02, 2015, 07:07:09 pm #1 Last Edit: July 03, 2015, 02:00:04 pm by Tony Budak
NPSP  Back to the Starting Gate   ::)

BJ says,  lets focus on page 4, from the "Getting Started Implementation Guide":

Define Key Aspects of Your Process and Diagram the Process Flow .............................. 4
Understand Key Salesforce CRM Terminology .............................................................. 4
Outline the Key Aspects of Your Sales Process ............................................................. 5
Create Your Process Overview ........................................................................................ 5
Define the Fields Needed for Your Process .................................................................... 5
Decide Which Reports You Need ........................................................................................ 6

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