Onboarding Guide
Getting up and running with Momentum!
Last updated
Getting up and running with Momentum!
Last updated
From the moment you sign, a dedicated customer success manager will guide you through our quick and simple onboarding process.
Help us better understand your fundraising team structure and goals by answering a few questions in our new customer intake survey.
Help us understand your CRM architecture to ensure a seamless sync with Momentum.
After you've completed your intake survey and data survey, please schedule an hour-long call to say Goodbye to your Momentum sales lead and Hello to your new customer success manager.
Connect your CRM to Momentum to ensure seamless data integration and management.
Connect the Outlook or Gmail account for all users to ensure unified communication. This only requires all users to log into Momentum once.
Visit Momentum and log into your work email ->
Learn more about our integrations here:
Each user needs to complete our New User Setup form in order to configure your new account(s). We cannot train users until we have completed configuration.
Submit your New User Setup form ->
Schedule a 1-hour call between your Momentum users and your customer success manager to conduct a comprehensive live training session.