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Convoso/Soft Recruit

We are going to create a record!


  1. Use “Search” to determine if there is a record already in the system with your name.

  2. If there is not (and there shouldn’t be), use “Add” to add a record with your first and last name, making up a cell phone number to enter. 

After checking it over, your Orienter will give you the go-ahead to complete the following steps.

  1. Use “Edit” to add your work email address ( and a made-up Donor ID to the record - don’t forget the Donor ID goes in the “Company” field.

  2. Save that change, and then by clicking on the address, city, state, and ZIP fields, add a street address for this Donor.

  3. Now, click on the envelope icon, and you’ll see the list of emails we looked at together.  Pick one out and send it to yourself.  You’ll get a chance to see what our emails look like when they get sent to Donors.


IM your Orienter again and have them verify these updates before we go on to the next module.

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