Questions about fields for our nonprofit:
Hello Everyone,
In an effort to get away from tracking everything on spreadsheets, we are trying to use ZOHO to do a few things:
1) Track Donors
2) Track sales of VIP events in 10 cities
3) Manage partnerships
That is pretty much it. I have created a donor field and would like to create a campaign for each of our cities and assign each donor to a campaign and multiple campaigns if possible.
I feel like i only need 4-5 fields in the top nav:
Donors
Partners
Campaigns
Reports
Contacts (Maybe)
Leads (Maybe)
We run fantasy football events for charities around the country and also run 3-4 other fun events for charity in a calendar year as well. Any help or advice would be appreciated.