Hello!
I'm pretty new to using NPSP. I'm trying to figure out the difference between Accounts, Contacts, Leads, Opportunities, and Campaigns and give an example of how these should be used? Or will someone please let me know where can I find info on the difference between these?
Thank you so much.
5 个回答
If you haven't yet I highly recommend creating a free trailhead account and starting to work through some of the learning. This trail https://trailhead.salesforce.com/en/content/learn/trails/explore-nonprofit-success-pack is a good one to get started. There are lots of YouTube videos too but it's hit or miss as to how the information applies to the nonprofit world. What are you going to be using NPSP to manage? Welcome to the power of us hub!