We use a relational database to manage our cross-DAO collaborations. Relational databases allow us to better manage our data and scale our efforts.
Watch this video walk-through of the CRM recorded by @Bo
There are four primary bases in this system.
Initiatives. This table describes the products and services we have to offer our community.
Accounts. Accounts are a basic building block. Go here first and fill in as much as is relevant about the organization.
Contacts. Go here next. Who is your primary contact at the account? Are there others we should track?
Opportunities. This is your primary space for tracking your progress. Once the accounts & contacts are set up, you'll spend most of your time in this base.
Products & Services