Recommended training if you intend to create users, manage volunteers, compile lists, or text/call/email on an individual level. (10 mins)
Course Outline
Select 'Get Started' above to begin this lesson.
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1
Contacts Management Overview
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What is Contacts Management?
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New Training Notification
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Accessing Contacts Management
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Navigating Contacts Management
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2
Filters
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Starting List Creation
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Saved Lists
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Favorited Filters
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Contact Information
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Tags
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Locations
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Coordinator
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Contact Type
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i360 Models
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Reset Filters
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3
Action Bar
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Action Bar
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Create Contact
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Save
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Assign
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Make
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Set
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Add
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Export
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Email
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Text
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Call
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4
Contact Profiles
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Accessing Profiles
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Contact Profiles
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Volunteer Profiles
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User Profiles
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Action Bar Items
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5
Putting Contacts Management into Action
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Complete the Tasks
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6
Additional Resources
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Other Resources
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Available Trainings
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Before you go...
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Not what you're looking for?
Check out our other available trainings.
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Free
Portal Overview
Our recommended first training for new clients using the i360 Portal, discussing available features and how they can help clients meet their goals. (5 mins)
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Free
Search and Export
This training goes over the steps to create a search and export it to a list. We recommend this training for all i360 Portal users who intend to use search tools. (17 mins)
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Free
Imports
This lesson covers the steps of importing your own data, matching back to i360’s database, and applying tags. (5 mins)
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Free
Call Surveys
For campaigns and organizations intending to make calls. This training goes over the call survey creation process from start to finish. (15 mins)