It really depends on your organization, but you can add general categories
like: major donor so you can pull them out of mailings easily. Along the
same lines of course deceased and do not mail.
You might also want to have a category for members, community friends, etc.
On Mon, Jun 15, 2015 at 12:55 AM, Naomi Marmon Grumet <
naomi.grumet@xxxxxxxxx> wrote:
What categories are you using on salesforce?
Have you found it to be a good tool?
What are the things that we should make sure to include as a NPO, and what
things can we add in now that will make our job easier down the line?
*Naomi*
===========================
Naomi Marmon Grumet, Ph.D.
Director, The Eden Center
Cell: 052-583-5856
2 Revadim Street
Jerusalem 9339113
Tel/Fax: 02-566-7385
*naomi.grumet@xxxxxxxxx <naomi.grumet@xxxxxxxxx>*
VOIP: 347-708-3457
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