Lesson 2: Communications (12 min.)

Communications are used to record every interaction with your constituency. Creating a communication record for each interaction helps monitor and analyze the effectiveness of phone calls, emails, events and other crucial rapport-building activities. This video describes how to use Sumac to:

  • search for communications
  • edit existing communications
  • create new communications
  • edit many communications at once
  • relate sets of communication records to get insight into patterns of communications

 

Video Script