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  1. Fundly Support Center
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  3. Getting Started Guide

Getting Started Guide

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This section will help you get up and running with CRM!

  • CRM Getting Started Guide for System Administrators (Version 2+)
  • CRM Getting Started Guide for New Staff/Users (Version 2+)
  • Modularization (Turning Off Unwanted Modules)
  • Recorded Webinar: Getting Started with CRM
  • QuickStart Video To Customizing Viewing Contacts
  • Out of the Box Contact Configurations
  • Fundraising Configuration Video (Version 2+)
  • FAQ: How do I download CRM? (Version 2+)
  • FAQ: How do we back up our database? (Version 2+)
  • FAQ: What processes run overnight?
  • Security
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