Description

Acquiring and managing contacts is made easy with GrowthZone.  In this session, participants will learn the basics of setting up and managing their contacts.

Pre-requisite: v10 GrowthZone Solution Overview, v10 Getting Started with GrowthZone – the Basics

Agenda:

Getting Started:

• Custom Fields
• Lists & Committees
• Contact Categories

Contact management module

• Adding new contacts
• Managing status, account number, tags
• Updating information
• Add/Update/Delete Contact

InfoHub access 

Contact Reports