Communications
- Assigning & Labeling Contacts to Leads/Events
- Privacy Settings in Email Communication Setup
- The Action Button within your Communications Inbox
- Using the "Clear from Inbox" action within the Communication tab
- Creating Email Drafts within the Communication tab
- Emailing a BEO from the Communications Tool
Contacts
- Overview - How Do Contacts Work
- Using the Filter and Advanced Search Features for Contacts
- Adding a New Contact
- Importing Contacts From a File
- Importing Contacts From Another Application
- Granting Contacts Access to Your Account
Client Portal
Forms Builder
- Overview - How Does the Forms Builder Work
- Adding a New Form
- Adding/Managing Questions/Form Items
- Importing a Forms Builder Template Into a New Form
- Collecting Responses to a Form
- Editing the Responses to a Form
Vision Board
- Overview - How Does the Vision Board Work
- Adding/Uploading Images to the Vision Board
- Adding/Uploading Images From Dropbox, Google Photos & OneDrive on the Vision Board
- Adding/Using Vision Board Categories
- Adding a Title/Description and a Comment to a Vision Board Image
- Changing Image Size for Vision Board Images