Videos

PeakMembership Summer ’17 Release Webinar This webinar from June 15, 2017 covers new features added to PeakMembership. Read the Summer ’17 Release Notes here. This video references [...]

PeakMembership Winter ’17 Release Webinar This webinar from December 15, 2016 covers new features added to PeakMembership.  Read the Winter ’17 Release Notes here.

This training delivered October 20, 2016 will help you learn the basics of report formats and filters and demos creating each type of report and adding charts.

This training delivered October 27, 2016 will help you understand Charge Codes and Opportunities using the Major Giving Process as a means to introduce these concepts.

This training delivered September 22, 2016 will help you understand how to track engagement efforts with your members through events, mailing lists and fundraising campaigns.

This training delivered September 15, 2016 will help you understand how to do some advanced administration involving: Public Groups and Sharing Rules, Salesforce1 Quick Actions, Dependent [...]

This training delivered September 8, 2016 will help you learn how to use Landmarks to track Lifecycle and Membership events and how to navigate Salesforce1 to search for records, update/complete [...]

This training delivered September 1, 2016 will help you understand how to track interactions with your members through Tasks or Secure notes and how to collaborate using Chatter.