Using People
How To
- Utilize the Dashboard
- Send an Email
- Email Templates
- Organize Information with Notes
- Promoting Grades
- Export Data
Profile & Account
- Edit Profile Information
- Track a Person's Activity
- Customize Fields
- Households
- Import A CSV file in People
- First Name, Given Name, and Nicknames
Lists
- Use Campuses & Categorize to Organize Lists
- Use Lists to Find Groups of People
- Send an Email to a List
- Create Mailing Labels
- Create Report to Show List Information
- Automations
Workflows
- Private Workflows
- Use Workflows to Follow Up with People
- Snoozing Cards
- Workflow Notifications
- Update Several Workflow Cards
- Use Campuses & Categories to Organize Workflows