Course curriculum
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1
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Course Summary
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2
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What you will learn in this chapter and why it’s important
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Searching in Salesforce
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Check for Understanding
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3
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What you will learn in this chapter and why it’s important
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Required, Core, and Additional Fields
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Roles & Responsibilities Associated with Fields
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Oversight of Required, Core, and Additional Fields
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Check for Understanding
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4
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What you will learn in this chapter and why it’s important
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Organization Record - Clients
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Organization Record - Funders
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Organization Record - Avoiding Funder Duplication
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Check for Understanding
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5
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What you will learn in this chapter and why it’s important
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What is a Campaign?
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How to Create a Campaign
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Campaign Status
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Reviewing a Campaign
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Check for Understanding
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6
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Introduction to Chapter
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What is an opportunity record?
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How to Create a Grant Opportunity
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How to Create a Report Opportunity
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Closing an Opportunity
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Check for Understanding
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7
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Introduction to Chapter
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How to Track Emails with Cirrus
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Check for Understanding
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8
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Introduction to Chapter
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List Views and How to Create Them
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Salesforce Reports and How to Create Them
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Salesforce Folders and Report Sharing
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Report Templates
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Impact Reports
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Running Impact Reports
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Running an Impact Summary
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Check for Understanding
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9
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Introduction to Chapter
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What is Inline Editing?
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How to Inline Edit Reports
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How to Inline Edit List Views
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Check for Understanding
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10
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Introduction to chapter
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RECAP: What is the Weekly Update?
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How to Pull the Weekly Update
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How to Review the Weekly Update
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How to Pause the Weekly Update
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Updating Weekly Update Recipients
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Check for Understanding
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11
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Congratulations!
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Post-Course Assessment
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Resources
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