Race Roster CRM

Organizations

• Understanding Net Revenue in CRM
• How to create an organization on Race Roster
• Using the bulk update tool in Race Roster CRM
• Business Entity Search

Contact Management and Validation Lists

• How to find and manage contacts within an organization
• How to merge two contacts in an organization
• How to sort contact tags into tag groups in organizations
• How to use contact tags in an organization
• What Determines the Subscription Status of CRM Contacts?
• Understanding Race Roster CRM's validation lists
• How to send organizational contacts to Mailchimp, Zapier and other third party platforms using webhooks

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Reporting

• How to generate a custom report in my organization
• Comparing the different types of custom reports available in CRM

Events and Event Groups

• How to create and manage event groups in an organization

Campaigns and Marketing

• Creating a CRM email campaign in my organization
• Managing my subscription status to organization emails

Non-profit Organizations

• How to create a Non-profit Organization
• How to link a Non-profit Organization with an event