Module A

Welcome to your first module in the Become A Pro series

Lesson	Details
Lesson 1 - What is a contact Start the lesson	What you’ll learn What 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 Category Splits Tab Productivity Tab	What you’ll learn Category Splits Tab How to view the data enter by each contact in a contact form How to view the data in form of Bar Chart, Pie Chart and Table Filter out the contacts Download the charts/dataset Productivity Tab 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 minutes Difficulty level Low
Lesson 3- Create a contact while not signed in (using Signup Page) Intro Get a Notification Contact added to Waiting list	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- Create a Contact while signed in	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- View Profile of a Contact	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- Move contacts between Project States	What you’ll learn How long is this class? 3 minutes Difficulty level Low

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  Add and remove colleagues across multiple projects at once
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  Colleagues
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  Contacts App
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  Create a Project
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  Creating contacts
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  Manage users on a single project
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  Manage your Contact Forms
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  Progress tagged to contacts
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  Project Templates (Project Forms/Categories)
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  Projects
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  Surveys | Discover insights you never had time to find
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  Turn on Assign Guests to Workers in an Event Category
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  User Roles