Module A - Basics Part 1

Module A - Basics Part 1

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

Lesson

Details

Lesson

Details

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What you’ll learn

  • What you can do with a contact

  • How to view the progress of a contact

How long is this class?

5 minutes

Difficulty level

Low

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What you’ll learn

  • How to see the demographic characteristics of your contacts

  • How to toggle between different types of chart

  • How to filter and segment the results

  • How to download charts for use in reports

How long is this class?

5 minutes

Difficulty level

Low

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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?

5 minutes

Difficulty level

Low

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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

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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

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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

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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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

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What you’ll learn

  • How to record Manual Headcount

How long is this class?

5 minutes

Difficulty level

Low

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

image-20240312-105803.png

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

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