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Course: 04 Contact Management

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	Name		Available	Viewed	Completed
1	Contact Records and Accounts - Introduction
2		General Contacts vs Customer Contact Records Overview Available: Any Time Viewed: Completed:	Any Time
3		Prospect Type Contacts and Forms Available: Any Time Viewed: Completed:	Any Time
4		Customer Contact Records Available: Any Time Viewed: Completed:	Any Time
5		Sign In Accounts Available: Any Time Viewed: Completed:	Any Time
6		Administrator Type Contact Records Available: Any Time Viewed: Completed:	Any Time
7	Getting Started with Contact Management – Importing Contacts
8		Importing Contacts - Formatting Your Import File Available: Any Time Viewed: Completed:	Any Time
9		Importing Contacts - Save Data File as .CSV File Type Available: Any Time Viewed: Completed:	Any Time
10		Importing Contacts - Categorize Contacts on Import Available: Any Time Viewed: Completed:	Any Time
11		Importing Contacts - Assign Member Groups to Contacts Available: Any Time Viewed: Completed:	Any Time
12		Importing Contacts - Before Import Checklist Available: Any Time Viewed: Completed:	Any Time
13		Import your Contacts and Add to Subscription List at Import Available: Any Time Viewed: Completed:	Any Time
14		Import Previous Customers and Invite to Create New Sign In Account Access Available: Any Time Viewed: Completed:	Any Time
15	Creating Lists in Contacts			7/11/20
16		How to Create a Query Type List in Contacts Available: Any Time Viewed: Completed:	Any Time
17		How to Create a Subscription List Available: Any Time Viewed: Completed:	Any Time
18	How to Find and Edit Contact Information
19		How to Find and Edit a Contact Available: Any Time Viewed: Completed:	Any Time
20		Contact Editor – Primary Contact Information / General Section Available: Any Time Viewed: Completed:	Any Time
21		Contact Editor – Personal Business Information Available: Any Time Viewed: Completed:	Any Time
22		Contact Editor – Profile Section Available: Any Time Viewed: Completed:	Any Time
23		Contact Editor – Membership Dates Available: Any Time Viewed: Completed:	Any Time
24		Contact Editor – Image Gallery Available: Any Time Viewed: Completed:	Any Time
25		Contact Editor – Shipping Addresses Available: Any Time Viewed: Completed:	Any Time
26		Contact Editor – Payment Methods Available: Any Time Viewed: Completed:	Any Time
27		Contact Editor – Affiliate Info Available: Any Time Viewed: Completed:	Any Time
28		Contact Editor – Internal Info Available: Any Time Viewed: Completed:	Any Time
29		Contact Editor – Sign In Settings Available: Any Time Viewed: Completed:	Any Time
30		Contact Editor – Member Groups Available: Any Time Viewed: Completed:	Any Time
31		Contact Editor – Account Manager Access Available: Any Time Viewed: Completed:	Any Time
32		Contact Editor – Comments Available: Any Time Viewed: Completed:	Any Time
33		Contact Editor – Convert To Company Contact (or Convert To Person Contact) Available: Any Time Viewed: Completed:	Any Time
34		Contact Editor – Categories Available: Any Time Viewed: Completed:	Any Time
35		Contact Editor – Properties Available: Any Time Viewed: Completed:	Any Time
36	Custom Contact Fields
37		Set Custom Contact Fields in Website Settings Available: Any Time Viewed: Completed:	Any Time
38		Find and Update Custom Contact Fields in the Contact Editor Available: Any Time Viewed: Completed:	Any Time
39		Add Custom Contact Fields to My Account Object Available: Any Time Viewed: Completed:	Any Time
40		Add Custom Contact Fields to your Website Forms to Populate Contact Record Available: Any Time Viewed: Completed:	Any Time
41		Create a Rule to Trigger off of the Answer to a Custom Contact Form Question Available: Any Time Viewed: Completed:	Any Time
42		Display Custom Contact Fields in Contact Gallery Search and Contact Profile Available: Any Time Viewed: Completed:	Any Time
43		Locations Where You Can Add or Update Custom Contact Profile Fields Available: Any Time Viewed: Completed:	Any Time
44		Create Query List in Contacts Using Custom Contact Field as Criteria Available: Any Time Viewed: Completed:	Any Time
45	Sales Force Management via Contact View
46		How to Create a Call Log via Contact View Available: Any Time Viewed: Completed:	Any Time
47		—How to Create a Note on a Call Log via Contact View Available: Any Time Viewed: Completed:	Any Time
48		How to Create an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
49		—How to Add Additional Contacts to an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
50		—How to Change the Owner of an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
51		—How to Create a Note on an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
52		How to Create a Note on a Lead Contact Available: Any Time Viewed: Completed:	Any Time
53		How to Create an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
54		—Create a Call Log on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
55		—Create an Event on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
56		—Create a Note on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
57		—Create a Task on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
58		—How to Assign an Opportunity to Another Owner via Contact View Available: Any Time Viewed: Completed:	Any Time
59		How to Create a Task on a Contact via Contact View Available: Any Time Viewed: Completed:	Any Time
60		—How to Assign a Task to Another Contact via Contact View Available: Any Time Viewed: Completed:	Any Time
61		—How to Create a Note on a Task via Contact View Available: Any Time Viewed: Completed:	Any Time
62		Review a Contact’s Completed Forms via Contact View Available: Any Time Viewed: Completed:	Any Time
63		Review Activities Section in Contact View via Contact View Available: Any Time Viewed: Completed:	Any Time