Getting Started Guide
This section will help you get up and running with Fundly CRM!
- Fundly CRM Getting Started Guide for System Administrators (Version 2+)
- Fundly CRM Getting Started Guide for New Staff/Users (Version 2+)
- Recorded Webinar: Getting Started with Fundly CRM
- Out of Box - Contact Configurations
- Fundraising Configuration Video (Version 2+)
- FAQ: How do I download Fundly CRM? (Version 2+)
- FAQ: How do we back up our database? (Version 2+)
- FAQ: What processes run overnight?
- Fundly CRM: Version 2 Improvements/Enhancements
- Security