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This project was completed on Oct 10, 2018
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Matched with Hari A.
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See the Impact story
Tech Systems Call
Call details
What we'd like to talk about
I'd like to learn more about how to segment our donor list in Salesforce. I've identified the categories I want to define but I need technical assistance on how to do this in Salesforce.
"Phone calls" are 1 hour, one-time calls with an organization. Learn the difference between volunteering on a Phone call and a Project here.
Posted by
Jill S.
Executive Director
Our mission
Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.
Testimonials
Hari has a lot of experience and expertise helping nonprofits. He offered great guidance and suggestions!
(No testimonial has been submitted by Hari)
