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Accounts

MOPS 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 System Configuration Audience List Management Report Setup Security Subscriptions / Publications Volunteer Structure System Emails

Call Center

Track Activity With an Account
Queue	Reports	Productivity	Team Specific

Pending Activities New Group Leads Development Caseload Service Help Desk	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 Package Tracking	Outreach - Unclaimed Leads Outreach - Lead Merge Outreach - Add Leads in Bulk Outreach - Lead Import --------------------------------------------- Donor Appeal Letter Donor Tax Letter

Events

Manage live and virtual events


	Event Management

Campaigns

Manage Marketing and Communication Efforts


	Campaign Manager Lead Funnel Web Pages Fundraising Campaign Management

Reports