Hello,
Our non-profit places volunteers in schools to do storytime every week and so far we are using a google doc where in each line we have the volunteer info and the teacher's info. For example
VOLUNTEER VOLUNTEER PHONE VOLUNTEER EMAIL TEACHER NAME TEACHER EMAIL SCHOOL SCHOOL ADDREES
jOHN SMITH 12234456 ASASAS@ASASA.COM MARY SMITH MARY@SMITH.COM AWESOME ACADEMY 123 Main
As we are part of a public library that recently purchased Microsoft Dynamics, they are letting us test it and see if it would work with our needs. I have been a couple of days playing with it, and I can see it useful, but I am not sure how to start. I know
I need to build at least three different kinds of data, TEACHER, VOLUNTEER and SCHOOL but I am not sure if I should all do it as CONTACTS or ACCOUNTS. I can also see that I can "relate them" but not sure what is the best way to do so.
Our data is pretty static, with just few changes on Teachers Names and Volunteers twice a year, but we have a lot of contact (ACTIVITY) with volunteers so we love the idea of keeping track of intereactions, so we dont duplicate work.
Do you suggest using CRM one way or another? Any good tutorial for what I want to do?
Thanks!
