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.
Lyndsay has more than seven years of nonprofit program and executive experience. Before joining the North Peak team in Spring 2014, she co-led a technology overhaul where she utilized her change management skills to breakdown internal organizational silos. As a previous CRM Manager, Lyndsay understands the intricacies of onboarding multiple departments into one platform. She utilizes her background in social services to interpret the needs of nonprofits and empower them to enhance their processes so they can focus on the mission.
Lyndsay lives in San Diego and is an athlete at heart, and never leaves home without her tennis shoes.