Managing my Community
- Adding a Contact to your CRM
- Adding multiple people at once using the import Excel function
- Preparing your Excel file for data import
- Modify, archive or delete a Contact from Community
- Merge two Contacts' accounts
- Do archived Contacts count as part of my plan?
- Do my Contacts know that I've added them?
- Managing your Contacts using the CRM
- Search the Contact database
- Available criteria to do an Advance search
- Export your Contacts and/or Structures database to Excel
- Exporting the documents stored in a Contact's profile
- Contacting your Community