Pipedrive best practices for Nonprofits?
I am a freshly-hired Campaign Manager for a Nonprofit in Clackamas County, Oregon. I am familiarizing myself with Pipedrive in my onboarding process and trying to utilize it to its fullest capacities as our organization will likely be in an active capital campaign sometime in the next six months. We have an existing donor base, but wondering how other folks are using PD to really get their moves management and donor cultivation humming along. Looking for any/all techniques and tips for retroactive organizing, forward-looking efficiency, and (eventual) powerful data rendering.