Getting Started Webinar

Donor Management System

Getting Started

This session is an overview of the main tabs in the DMS, as well as its most common functionalities.

Experience: Beginner
Duration: 35 minutes
Pre-requisites: None

  1. Introducing the CanadaHelps DMS
  2. Dashboard 
  3. Contacts
  4. Contributions
  5. Campaigns
  6. Opportunities
  7. Reports
  8. DMS Mail
  9. Settings