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Welcome to your first module in the Become A Pro series. You’ll complete this in about an hour.

Lesson

Details

Lesson 1 - What is a contact

image-20240311-105636.png

Start the lesson

What you’ll learn

  • What can you do with a contact

  • How to view the progress of a contact

How long is this class?

5 minutes

Difficulty level

Low

Lesson 2 -

Bringing all the Contacts together

All the characteristics of your contacts

image-20240311-100439.png

Start the Lesson

What you’ll learn

Category Splits Tab

  • How to view the data enter by each contact in a contact form

  • How to view the data in form of Bar Chart, Pie Chart and Table

  • Filter out the contacts

  • Download the charts/dataset

Productivity Tab

How long is this class?

5 minutes

Difficulty level

Low

Lesson 3 - See how many contacts you’re reaching

Productivity tab on the Manage Contacts page

Start the lesson

What you’ll learn?

  • How to view the information related to Contacts like Contacts added, New Contacts per State etc.,

  • How to view the data in form of Bar Chart, Pie Chart and Table

  • Filter out the contacts

  • Download the charts/dataset

How long is this class?

10 5 minutes

Difficulty level

Low

Lesson 3- Create a contact while not signed in (using Signup Page)

image-20240311-101005.png

Start the Lesson

What you’ll learn

Signup Page

  • What a Signup Page is

  • Where Signup Pages (Public Signup Forms) fit in your workflow

  • How it works in 4 steps

Get a Notification

  • How to view the notifications

  • Requirements to receive notifications

Contacts added to Waiting list

  • How to find contacts that match a specific criteria.

  • Different types of filters

How long is this class?

10 minutes

Difficulty level

Low

Lesson 4- Create a Contact while signed in

image-20240311-101222.png

Start the Lesson

What you’ll learn

  • 3 different places to create a contact.

  • A brief summary of the process of creating a contact.

How long is this class?

3 minutes

Difficulty level

Low

Lesson 5- View Profile of a Contact

image-20240311-104940.png

Start the Lesson

What you’ll learn

  • How to get to the contact’s profile page.

  • The Key features like Add Relationships, The History Section, Tasks etc.,

  • How to toggle between different contact forms

How long is this class?

3 minutes

Difficulty level

Low

Lesson 6- Move contacts between Project States

image-20240311-110121.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 7- Find a Contact

image-20240311-110308.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 8- How to post a story on the timeline of a contact

image-20240311-110853.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 9-What is a story?

image-20240311-111235.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 10- How to see a story in the newsfeed

image-20240311-111451.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 11- How to create a story

image-20240312-104141.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 12- How to see story on a project timeline

image-20240312-104319.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 13- How to see cumulative progress from individual stories on the project’s Progress Panel

image-20240312-104527.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 14- See all the contacts in a project

image-20240312-104859.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 15- See all the coworkers in a project

image-20240312-105138.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 16- What is a Project

image-20240312-105803.png

Start the Lesson

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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