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Accounts

MomCo Customer Relationship Manager
Accounts	Tools	Fusion Setup

Search for a person Search for an organization Add a new account	Account Merge Segmentations Promo Codes / Coupons Manual Points Exhibitor Application Review Financial Tools Volunteer Tools	Items / Products Drop Down Lists Security Volunteer Structure System Emails Email Blast Templates

Call Center

Track Activity With an Account
Queue	Reports	Productivity	Team Specific

Pending Activities New Group Leads	Offline Task Tracking Team Stats Productivity Report	Bulk Email Tool Follow-Up Activities System Emails Activity Sequence Add Activities In Bulk Manage Activities In Bulk	Church Engagement - Unclaimed Leads Church Engagement - Lead Merge Church Engagement - Lead Import --------------------------------------------- Donor Appeal Letter Donor Tax Letter

Events

Manage live and virtual events


	Event Management Mobile App

Campaigns

Manage Marketing and Communication Efforts


	Campaign Manager Email Blast Templates Lead Funnel Web Pages Fundraising Campaign Management

Speaker Network

Manage Speakers


	View Speaker Profiles

Reports