- Public courses
- Bespoke courses
- Events Management with ProgressCRM
- Fundraising Management with ProgressCRM
- Introduction To ProgressCRM
- Managing Income with ProgressCRM
- Membership Management with ProgressCRM
- ProgressCRM Query
- ProgressCRM Systems Administration
- Report Writer Level 1
- Report Writer Level 2
- Using ProgressCRM with Word
This course also applies to earlier versions of ProgressCRM know simply as Progress.
Why attend?
ProgressCRM is an effective operational system for the entry and maintenance of all income streams. If you are responsible for the recording of gifts or subscriptions into ProgressCRM then this course will show you how to do so both for single and batch entries. This course goes beyond the standard input of donations and shows you how to manage your financial transactions, report on results and collect payments by Direct Debit.
Before attending
You will need to have completed the Introduction to ProgressCRM course and have an understanding of your organisation's business requirements.
On the day
The course will provide information on:
- Adding single payments (including amending and cancelling)
- Adding payments as a batch
- Direct Debits and Paperless Direct Debits
- Collecting payments by Credit Card
- Payments Plans (committed giving)
- Gift Aid
- Reporting and analysing income
- Links to accounting software
Ongoing
This course will empower you to use ProgressCRM to manage all aspects of your income processing and you will have the confidence to use a variety of tools within ProgressCRM. A data analysis course such as Report Writer Level 1 or Using ProgressCRM with Excel would complement this course.
Reviews
"Well structured."
"Good day, covered many things. Thank you."
