SHADOWLAND STAGES
Staff & Volunteer CRM Training Videos
Easyware’s Total Info (CRM) – Overview
Total Info’s first module / dashboard was created to handle Development / Fundraising. So the “basics” of understanding contacts, households, and the data structure of the system are the beginning pages of the Development Manual. We recommend you read through pages 1 – 24 of the Development manual you’ll find here prior to watching the overview training video. These videos are un-editied, so you can skip ahead to the 12:45 marker, when it actually begins.
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Easyware’s Total Info (CRM) – Education Part I
You can access the Total Info Education Manual here. We recommend you watch the overview video and then read the education manual prior to watching the education training videos.
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Easyware’s Total Info (CRM) – Education Part II
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Easyware’s Total Info (CRM) – Development Part I
You can access the Total Info Development (Fundraising) Manual here. You’ll have already reviewed the first section as you began your training / watched the “Overview” video. We recommend you now review the remainder of the Development manual and then watch the training videos.
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Easyware’s Total Info (CRM) – Development Part II
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Easyware’s Total Info (CRM) – Box Office Part I
You can access the Total Info Box Office User Manual here. Please note staff and volunteer training does not cover annual set-up of Total Info with regard to building shows, packages, affiliations and accounting – all of which the Managing Director will do. The training below is intended for volunteers and staff who are selling tickets and selling / redeeming subscriptions by phone, at the window and online. Part I below covers selling single tickets. Part II of the box office training will cover selling subscriptions and redeeming subscriptions for tickets.
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Easyware’s Total Info (CRM) – Box Office Part II
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Reconciling Credit Card (Merchant) Income against Easyware’s Total Info (CRM) – Quickbooks Online
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