Recent Updates
-
Updated on: Nov 03, 2022
Overview of Venture Forms
<p><span style="color: rgb(31,73,125)">cid = {!Contact.Id} of the person completing the form</span></p> <p><span style="color: rgb(31,73,125)">rid = {!Contact.Id} of the contact referenced in the form</span></p> <p><span style="color: rgb(31,73,125)">caid = {!Campaign.Id} of the seminar</span></p>Manual Managing Ventures -
Updated on: Nov 02, 2022
The Class record
Manual Managing Nominations -
Updated on: Aug 11, 2022
Globalization Timeline and Checklist - Salesforce
<p>Link to the <a href="https://na24.salesforce.com/0691a000000tNW1" target="">Globalization Timeline and Checklist for Salesforce</a></p> <p>Link to the full <a href="https://na24.salesforce.com/0691a000000tNVm" target="">Globalization Timeline and Checklist</a></p>Manual Managing Seminars -
Updated on: Jun 14, 2022
Sending Logistics Notes
<p><span style="color: #888888;"><span>This option is the most time consuming, but necessary when you need to CC assistants or other people on each contact's email (e.g. emailing seminar participants about travel informaiton). Individual emails can be sent directly through Salesforce or through the Cirrus Outlook plug-in. Find instructions for both methods below.</span></span></p>Manual Learn about Custom Objects -
Updated on: Jun 14, 2022
Using List Views to Manage Special Event Attendees
Manual Learn about Custom Objects -
Updated on: May 26, 2022
Sending event emails
Manual Seminars -
Updated on: Apr 26, 2022
Special Event Attendees
Manual Learn about Custom Objects -
Updated on: Apr 26, 2022
Understanding the Special Event Page Layout
Manual Learn about Custom Objects -
Updated on: Apr 26, 2022
Creating Special Events
Manual Learn about Custom Objects -
Updated on: Apr 26, 2022
Add Components to your Dashboard
Manual Dashboards