REVENUE TRAINING
Topics covered:
- How do I search for funds/designations?
- What is the 'Circle of Gratitude'?
- What's the difference between a Purpose and a Designation?
- How do I see if a scholarship paid out for a student this semester?
- How should I communicate if a gift is booked incorrectly?
- What's a FYFRS (and the difference between the Snapshot version)
- What donor/gift information can I share outside of Advancement? (ie. Dept head wants a list of donors/gifts)
- How to find active members of a Recognition Program?
- What's included in the One Clemson Lifetime Donation? (business glossary) How could I verify it (smart query)
- How is the Reinvestment Fee counted/subtracted in gifts?
- What's the difference between Revenue and Recognition?
- Explain the Giving Summary on a constituent's Revenue tab
- Explain the details of a gift/pledge/payment/recurring gift.
part 1: cadence revenue training
PART 2: CADENCE Revenue Training