Resources

Reference Guide 

Table of Contents

Part 1: Getting Started

• Article #1 - Login and Access Your Backoffice
• Article #2 - Review Your Organization Information

Part 2: Your Interface

• Article #3 - Menu, Dashboard and Dashlets
• Article #4 - Searching

Part 3: Organizing & Mapping Your Data

• Article #5 - Data Overview
• Article #6 - Mapping Your Data

Part 4: Contacts

• Article #7  - Contacts, the Heart & Soul of Your CRM
• Article #8  - Groups & Tags
• Article #9  - What are Smart Groups?
• Article #10 - Activities (Interactions w/ Contacts)
• Article #11 - Relationships Between Contacts

Part 5: Customize for Your Unique Purpose

• Article #12 - Custom Fields 
• Article #13 - Data Import