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KM Office Hours - Salesforce Engagement Data Use Cases: 8/7/24
Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in August!
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Join us for Office Hours Programming in July!
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Join your peers at philanthropy-serving organizations who serve in member services roles for a round-robin call to share your latest successes, tackle problems, and provide insight.
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This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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The Forum's listserv policy including general and legal guidelines, rules of etiquette, and how to instructions.
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We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
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Listserv compilation about a code of conduct or similar policy document for participants/members.
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Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.
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