Basic Training: Constituents 101 (59:48)

This hour-long webinar is the first part of our 3-session Basic Training series and reviews Basic Constituent Management. Presented by Hunter Williams.

Constituents 101 Slides

Assessment with answer key (see what you've learned)

Key topics and start times in the recording

Topic covered Video start time
2 types of constituent records 2:20
2 approaches to managing household data in LGL 3:40
Demo: How to add a new constituent record 12:00
Addressee and Salutation preferences in Settings 25:08
Using Constituent Categories
27:45
Customizing Constituent Categories 33:04
Basic Constituent Search Options 42:45
Creating Constituent Lists 46:03