Onboarding tips for new LGL accounts

In this video, Timi shares some highlights from our webinar on onboarding tips for new Little Green Light (LGL) accounts, including reviewing important account settings, setting your fiscal year start date, managing salutation and addressee settings, enabling school or membership settings, setting your currency for capturing gifts, as well as a brief overview of integration settings. She also reviews defining access levels for users, setting up acknowledgement templates, and adding and managing custom fields. Lastly, she shares data entry methods, including manual data entry and bulk data upload using Flex Importer, as well as considerations for gift coding, and the availability of training and support options.