ClearView Academy Training

ClearView CRM fundraising software training options

Achieve your fundraising goals by learning how to take full advantage of ClearView CRM. Get the most out of your technology investment with comprehensive product training that fits your individual needs and schedule. You can choose from flexible and cost effective options for training on site, online, or at our corporate training facility. Do you need training on a specific technical topic?  Perhaps a broader topic about effectively using technology to advance your fundraising efforts is in order.  No matter what you need, we are happy to work with you to identify the option that best suits the training requirements of your development, donor services, IT or other staff.

Want to know more or schedule your training?

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Choose from the selection of topics below to boost your understanding of ClearView CRM and what you can do with it. Don't see a topic that precisely meets your needs? Get in touch with us for one-on-one or custom-built training.

ClearView CRM basics

  • General ClearView CRM Navigation
  • Logging in to ClearView CRM
  • Finding and Creating Prospect Records
  • Deciphering Dashboards
  • Biographical Bonanza
  • "Extra, Extra"
  • All About Actions
  • Communication within ClearView CRM
  • Rev Up Your Workday: ClearView CRM Communications Tools to Streamlines Day-to-day Activities
  • Personal Settings Overview
  • Help Documentation Overview
  • Leveraging the Site Map

 

In-depth topics

  • Opportunity management
    • Creating New Opportunities
    • Editing and Advancing Opportunities Through the Pipeline
    • Opportunity Management: Dashboards & Reports
  • Business intelligence and reporting
    • "I Need a Report. Now What?": Using Existing (and Conceptualizing New) Reports to Get the Data You Need
    • BI Reporting--Basic
    • BI Reporting--Intermediate
    • BI Reporting--Advanced
    • Power-user Reporting--Basic
    • Power-user Reporting--Intermediate
  • Administrative privileges
    • Customize the ClearView Database for Efficiency
    • Protect Your Database Through Customization
    • Advanced Administrative Privileges
    • Administrative Extras: Utilities
  • Event management and registration
    • Creating a New Event
    • Adding and Editing Event Registrations
    • Events Dashboards & Reports
  • Using other features
    • Welcome to ClearView CRM Mobile
    • Understanding and Using ClearView Batch
    • Committee and Volunteer Management
    • Planned Giving Management
    • WealthEngine Integration
    • Constant Contact Integration