Fonteva Bootcamps resume next week. As you cheer on Team USA, it’s a great time to ramp up your own training!
July’s Fonteva Bootcamp was a success, and we have heard rave reviews from Society staff and Executive Directors. If Fonteva training was an Olympic sport, next week’s Bootcamp will prepare you to win the gold medal.
Tune in to Fonteva Bootcamp using the links below:
August 5-8 Bootcamp
Schedule of Events
- Day 1: Introduction to Salesforce/Fonteva, Accounts & Contacts, and Portal Overview
- Introduction to Salesforce/Fonteva Navigation (1 hr)
- Accounts & Contacts Overview (2 hrs)
- Managing Addresses, Activities, Custom Notes (1.5 hrs)
- Day 2: Accounting
- Processing Orders (2 hrs)
- Working with Orders (1.5 hrs)
- Managing Installments and Membership Cancellations (2 hrs)
- Day 3: Membership and Reporting
- Working With Tripartite Memberships (2.5 hrs)
- Viewing Reports (1.5 hrs)
- Creating Reports and Dashboards (2 hrs)
- Day 4: Events
- Creating Events Part 1 (2.5 hrs)
- Creating Events Part 2 (2.5 hrs)