Checklist
Here is a list of things we would recommend doing right away:
- Set up your connections
- Verify your organization's profile in Settings and drop in your logo
- Make sure your Fiscal Year & Donors information is correct
- Invite your team!
- Take that coffee break you've been owing yourself for the last 10 minutes
When you've done the above list and you've grabbed a hot cup, set a reminder to come back in 24 hours and finish your setup. Oh, and breathe - you're on your way to turning insights into donations!
Don't forget to check out our knowledge base for more cool things and quick answers.