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Basics CV Desktop User Guide
Emma Barnett | Membership Customer Relationship Management | January 5, 2018

Your Introduction to ClearVantage 9. The Basics Guide gives you everything you need to get started using ClearVantage. Learn how to create Individual and Organization records, work with lists of records, export information, and manage communications using quick letters and action items.
 

  • Introduction
  • General ClearVantage Tools
  • The ClearVantage Dashboard
  • Working with Lists
  • Working with Individual & Organization Notebooks
  • Communicating with Individuals & Organizations

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