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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?

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What you’ll learn

  • What you 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 all your contacts

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What you’ll learnCategory Splits Tab

  • How to see the demographic characteristics of your contacts

  • How to toggle between different types of chart

  • How to view the data enter by each contact in a contact formfilter and segment the results

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

  • Filter out the contacts

  • Download the charts/dataset

Productivity Tab

  • download charts for use in reports

How long is this class?

5 minutes

Difficulty level

Low

Lesson 3 - See how many contacts you’re reaching

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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

4 - Invite anyone to signup to one of your projects (Signup Pages)

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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

5 - Create a Contact while signed in

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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

6 - View Profile of a Contact

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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

7 - Move contacts between Project States

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 8 - Find a Contact

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 9 - How to post a story on the timeline of a contact

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 10 - Why we create stories

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What you’ll learn

  • How to record progress that relates to a specific contact

How long is this class?

5 minutes

Difficulty level

Low

Lesson 11 - How to record results that are not tagged to individuals

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What you’ll learn

  • How to record Manual Headcount

How long is this class?

5 minutes

Difficulty level

Low

Lesson 12- How to see a story in the newsfeed

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 13- How to see story on a project timeline

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 14 - How to see cumulative progress from individual stories on the project’s Progress Panel

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 15 - See all the contacts in a project

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

...

Lesson 16 - See all the coworkers in a project

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 17 - What is a project?

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 18 - What is a story?

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Start the Lesson