by Mike Perlongo | Apr 11, 2023
How can I create a deal when I receive a teaser in Outlook? When you receive a teaser via email, you can easily create the deal in Navatar using the Outlook Connector. If the system detects the deal, it will suggest creating it in the “Suggested Record”...
by Mike Perlongo | Apr 11, 2023
How can I see where the contact is associated with regards to deals? The “Acuity” tab on the contact record page displays the contact’s relationships to deals and fundraisings in the system. The “Deals” section shows any deals the contact...
by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Institution page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and sender...
by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Service Provider page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and...
by Mike Perlongo | Apr 11, 2023
How do I add contacts I have emailed? In the “Contacts” section of any Company page, you can view all contacts you’ve emailed. Navatar tracks email activity in your Outlook and displays it in your CRM. However, only the email subject and sender will...
