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.

  • 1

    Contacts Management Overview

    • What is Contacts Management?

    • New Training Notification

    • Accessing Contacts Management

    • Navigating Contacts Management
  • 2

    Filters

    • Starting List Creation

    • Saved Lists

    • Favorited Filters

    • Contact Information

    • Tags

    • Locations

    • Coordinator

    • Contact Type

    • i360 Models

    • Reset Filters
  • 3

    Action Bar

    • Action Bar

    • Create Contact

    • Save

    • Assign

    • Make

    • Set

    • Add

    • Export

    • Email

    • Text

    • Call
  • 4

    Contact Profiles

    • Accessing Profiles

    • Contact Profiles

    • Volunteer Profiles

    • User Profiles

    • Action Bar Items
  • 5

    Putting Contacts Management into Action

    • Complete the Tasks
  • 6

    Additional Resources

    • Other Resources

    • Available Trainings

    • Before you go...

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