Module B - Basics Part 2

Module B - Basics Part 2

Welcome to your second module in the Become A Pro series

Lesson

Details

Lesson

Details

image-20240213-142511.png

 

What you’ll learn

  • How to add more details to a contact

  • How to change the details stored for a contact

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-131024.png

 

What you’ll learn

  • How to add an additional form to a contact

  • How to toggle between the different forms on a contact’s bio

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-132329.png

 

What you’ll learn

  • What a relationship is

  • How to link two contacts together using relationships

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-134832.png

 

What you’ll learn

  • How to signal to your coworkers that there’s important information about a particular contact

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-134922.png

 

What you’ll learn

  • How to record which person or organisation referred a contact to you

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-134948.png

 

What you’ll learn

  • How to record which person or organisation you have signposted a contact to

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-135012.png

 

What you’ll learn

  • How to create and edit charts that show the number of referrals that have been made and from whom

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-135016.png

 

What you’ll learn

  • How to create and edit charts that show the number of signpostings that have been made to which individuals and organisations

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-135039.png

 

What you’ll learn

  • How to categorise your surveys and stories according to whether they’re suitable for a case study, quote or as evidence of a qualitatively coded theme

How long is this class?

3 minutes

Difficulty level

Low

image-20240220-135228.png

 

What you’ll learn

  • How to complete a survey as a coworker on behalf of a contact

How long is this class?

5 minutes

Difficulty level

Low

image-20240220-135328.png

 

What you’ll learn

  • How to edit a story or survey response

How long is this class?

5 minutes

Difficulty level

Low

image-20240220-135451.png

 

What you’ll learn

  • How to invite contacts to complete a survey by sending them an email, SMS or sharing a private link with them another way

How long is this class?

10 minutes

Difficulty level

Low

image-20240220-135533.png

 

What you’ll learn

  • How to see the percentage of contacts that have completed a survey

How long is this class?

5 minutes

Difficulty level

Low

 

image-20240220-135012.png

 

What you’ll learn

  • How to see your survey results

  • How to do basic analysis of survey results

  • How to export charts of your results

How long is this class?

10 minutes

Difficulty level

Low

 

 

 

image-20240312-104141.png

What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low