User Guides

Step by step guidance for some common functions. These are being developed on an ongoing basis and your input is welcome! Want a particular user guide? Have a question not answered? Let us know!

Getting Started: Opportunities
Jump to Basic Opportunity Setup Jump to Editing and Managing Opportunities Jump to Tasks Jump to Communications Jump to Pipelines and Stages Opportu...
Fri, 24 Apr, 2020 at 2:26 PM
Contacts and Organizations - The Overview Tab
Jump to Timeline Jump to Notes Jump to Emails Jump to Calls Jump to Meetings Jump to Tasks The Overview tab on Contacts and Organizations contai...
Fri, 24 Apr, 2020 at 1:53 PM
Introduction to DonorPoint - Getting Started
Jump to Login Jump to Forgot your password? Jump to Locked out of your account? Login After you have signed up for a DonorPoint account or been ad...
Fri, 30 Apr, 2021 at 2:19 PM
First Things - Setting Up Your Organization and Catalog
To continue your setup you will need to "Tell Us More About Your Organization."  In the correct fields enter your organization's name, add...
Tue, 18 May, 2021 at 3:32 PM
First Things - Setting Up Merchant Account
You will need to create a merchant account to process credit card payments for the fundraising items you will set up in DonorPoint. You will need the fo...
Tue, 18 May, 2021 at 3:32 PM
First Things - What To Do Now
When your merchant account has been activated you will receive an email notification. You will also see a status bar update in the header of your DonorPoint...
Tue, 18 May, 2021 at 3:33 PM
Your First Activity - Setting Up a Raffle
What Do You Want To Create First?  Click on "Create New Raffle" to go to the raffle setup form. Type in the name of your raffle, some descript...
Tue, 18 May, 2021 at 3:33 PM
Your First Activity - Setting Up an Auction
What Do You Want To Create First?  Click on "Create New Auction" to go to the auction setup form. Type in the name of your auction, the start ...
Thu, 24 Jun, 2021 at 3:19 PM
Your First Activity - Setting up an Event
What Do You Want To Create First?  Click on "Create New Event" to go to the event setup form. Type in the name of your event, a description of...
Tue, 18 May, 2021 at 3:37 PM
Managing Your Raffle
 Getting started  Your first raffle will begin with a meeting with DonorPoint to discuss the details of your raffle, the start and end dates, the raffle...
Wed, 26 May, 2021 at 11:40 AM