Import and Export Contacts
Here is a video to show you how to import and export your Contacts!
Contacts Module – Contact & Smart Lists
Here is a video that will show you how to make both Contact Lists and Smart Lists.
Contacts Module – Introduction
This video gives you a quick overview on how to navigate the Contacts module: Find out here how to manage Contacts and Companies:
Contacts Module Guide
Contacts Module – Opportunity Types and Stages
Here is a video to help define Opportunity Types and Stages.
Contacts Module – Opportunities
Here is a video that will show you how to utilize Opportunity Types and Stages.
Contacts Module – Field Settings
Here is a video that will show you how to set up Field Settings.
Data Verification Settings (Contacts)
The ‘Data Verification’ feature allows admin users to view, approve and reject contact data updates before they sync to the Contact database. In other words, if members or event attendees change their contact information, you can approve or decline those … Read More
Contacts Module – Contact Profiles
Here is a video that will show you how to view and edit Contact Profiles.
Contacts Module – Form Customization
Here is a video to assist with customizing Contact forms!