Contacts
Discover and organize your program members and individual profles.
- Introduction to the CRM
- Overview of the Contact Profile
- Manually Add Contacts
- Upload Contacts via CSV
- Creating Custom Properties
- Editing Custom Properties
- Customizing User Forms
- Reviewing Applications
- The Social Feed
- Using filters
- Embedding Application Forms
- Trouble Shooting Application Form Embedding
- How to Merge Duplicate Ambassador Profiles