Status

Training and turn over of phase 1 ownership (contacts, accounts, groups) to staff, collect feedback and refine as necessary
Final groups import: JIP and other, historical groups
Event attendance imports to continue
Contact and Groups synchronization with website will be deployed later this week
- New contacts in Salesforce are populated in Kentico and vice versa
- New group members are Salesforce get access to Kentico groups and are reflected in rosters

Meet with membership staff to set up opportunities, campaigns, invoices and collections
AD training session
Talk to Deborah if you need any training or other support or tweaks. One-on-one sessions or group sessions.

CII's Primary Salesforce Apps

Sales: Day-to-day, basic management of Accounts and Contacts
CII Groups: Committees, research teams, CBAs are found here.
Salesforce Chatter: Collaborate with each other to learn Salesforce. Also future home for selected members.
Invoices & Collections: Deployment still in progress. Accounts receivable for membership, publications, other.