Course curriculum

  • 1

    Getting to know your CRM

    • Getting started with CRM
  • 2

    All about Contacts

    • All about Contacts

    • What is a CRM Contact?

    • How to add new Contacts

    • Subscribing to a List View

    • The Contact Detail page

    • Edit Your Contact Detail Page Layout

    • Contacts Quiz
  • 3

    Households, Relationships, and Organizations

    • Households And Relationships

    • How do Households work?

    • Household List View

    • How to add new Households to your CRM

    • Relationships in CRM

    • Observances

    • Organizations

    • Relationship Letters

    • Households, Relationships, and Organizations quiz
  • 4

    Let's get Sorted

    • Bulk Action

    • Regular Groups and Smart Groups

    • Smart Groups Continued

    • List Views

    • Cross Filters

    • The List View Gallery

    • Organization quiz