Title: Roles for Contacts  
Owner: Matt Kepple
Creator: Matt Kepple May 04, 2021
Last Changed by: Nitin Mishra (Unlicensed) Mar 03, 2023
Tiny Link: (useful for email) https://makerble.atlassian.net/wiki/x/AYCHLg
Export As: Word · PDF  
Makerble User Guide (17)
    Page: Alternative ways to record engagement in sessions you run
    Page: Contact Groups
    Page: Contact Profile: the Summary tab
    Page: Create a Contact Form
    Page: Create a flexible Signup Page
    Page: Create a Role-holder Relationship
    Page: Create contact roles on Makerble based on relationships on ThankQ
    Page: Design your impact reporting
    Page: Design your use of Contacts
    Page: How to assign Contact Roles to Contact Types
    Page: How to change the Contact Role assigned to a Contact Form
    Page: Module J - Set up Projects for Contacts
    Page: Platform Builder's Playbook
    Page: Productivity Trends tab on the Manage Contacts page
    Page: Report on roles assigned to contacts
    Page: Role-holder Relationships
    Page: Show/Hide Guidance
Hierarchy
Children (12)
    Page: Create a Contact Role
    Page: How to assign Contact Roles to Contact Types
    Page: Assign a Role to a Contact
    Page: Edit a Role that has been assigned to a Contact
    Page: Report on roles assigned to contacts
    Page: Manage your Contact Roles
    Page: Delete a Role
    Page: Create your own edition of a Movement between Roles chart
    Page: Edit your own edition of a Movement between Roles chart
    Page: Delete your own edition of a Movement between Roles chart
Labels
There are no labels assigned to this page.