VIP Preview XX from marvelflex's blog

 You can add the new donor contact into an existing contact group like one called "VIP Preview XX" contact group to be notified of the retrospective event they're interested in. This way, they'll be notified when

Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi

 Once the show has been set up, you are able to filter your contacts using this group to invite them to an exclusive walk-through.

 Just click a button.

 Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi 

 The CRM will record this action in the record of the contact and you are able to refer back and confirm what information was sent to them, and at what time.

 The CRM tool lets you create reminders for a specific person using your contact list. This can be useful when the potential donor states that they

Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi Hi

 If you would like to invite them to an artist lecture, you can instantly set up a reminder to follow up with them at the appropriate date and time. You can also invite them to the lecture with

 A personal message

 This function can also be employed to remind you to contact appraisers and conservators as well as insurance agents for an annual collection maintenance.