FlexiQuiz - Admin Certification Module 02 Quiz: Communicating in PatronManager

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1. You have a long, enlightening conversation with a potential major donor and are excited to tell your executive director (ED) about it. What should you do in PatronManager?

Write out the conversation in Chatter and @-mention your ED.

Write the information in the Description field on the Contact and Account records of the donor.

Log a call on the donor's Contact record, then create a follow-up Task for either you or your ED with next steps.

Put the information in a shared spreadsheet document and link to it from a Task record in PatronManager.

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Admin Certification Module 02 Quiz: Communicating in PatronManager - Chatter, Tasks, & Activities