Using Rolodex (CRM)
Learn the core ideas of CRM (Rolodex), including contacts, organizations, and roles, plus duplicate prevention, merging, address flow down, and statuses.
Covers contacts, organizations, and contact roles, and how people appear across applications. You create and edit contacts, see how duplicates are caught before and after entry, use flow down for addresses and phone numbers, merge duplicates, and manage statuses and organization types.
What This Video Covers
- Contacts and Organizations
- Contact Roles
- Duplicate Prevention
- Merging Duplicates
- Address and Phone Flow Down
- Contact Statuses
- Organization Types
- Portal Sign-In