New Contact Process Example

Handout

New Contact Process Example

Description

This example outlines a structured process for collecting, inputting, and following up with new contacts to ensure they are integrated into a campaign’s database. By assigning clear responsibilities and maintaining a consistent workflow, campaigns can effectively engage potential supporters. Establishing a documented process from the start helps maximize volunteer efforts, fundraising, and outreach.

To learn more about contact organization, check out our course "NGP Fundamentals: Navigation and Contact Management."

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Fundraising

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