We are using Activities to track check-ins and emails and Campaigns to track the more important and formal meetings such as:

• Board Meetings
• Coordinator Calls
• Advisory Council Meetings

1. Select the Governance App from the upper right corner of your screen.
2. Click on the Campaigns Tab and Click New.

3. Set the Campaign Record Type to “Default and the Campaign Member Record Type to “Campaign Member”.

4. Give the Campaign a name using the following naming convention “Pahara Board Meeting 3/3/18”.

5. Complete all the relevant fields including the Type and Program fields. You can optionally create and set a Parent Campaign such as “Pahara 2016 Board Meetings”.

7. Add Contacts to campaign record. Click here for more information on how to add Contacts to a campaign.