Creating teams | FundCentre Fundraising

Applies to: Fund managers (GPs)
 

Creating teams helps you manage your contacts for the purpose of sending teasers. By creating a team, you are creating a mailing list.

How to create a team

1. From the Account Profile menu, select Teams.
2. In the Name field, enter a meaningful name for the team.
3. In the Type field, select the team's purpose.
4. Click Save.

 How to add contacts to a team

1. From the Entity menu, select Contacts.
2. Select the contacts that you want to add to a team.
3. Click Add to Team.
4. In the Teams field, select the team to which you want to add the selected contacts.
5. Click Save.