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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

Category Splits TabProductivity Tab

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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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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

7

8 - Find a Contact

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson

8

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

9-What is a story?

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?

3 5 minutes

Difficulty level

Low

Lesson

10

11 - How to

see a story in the newsfeed

Image Removed

record results that are not tagged to individuals

Image Added

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What you’ll learn

How to record Manual Headcount

How long is this class?

3 5 minutes

Difficulty level

Low

Lesson

11

12- How to

create

see a story in the newsfeed

Image Added

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson

12

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

13

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

14

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

15

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

16

17 - What is a

Project

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?

Image Added

Start the Lesson