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Course: 04 Contact Management

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	Name		Available	Viewed	Completed
1	Contact Records and Accounts - Introduction Available: Any Time Viewed: Completed:	Any Time
2	General Contacts vs Customer Contact Records Overview Available: Any Time Viewed: Completed:	Any Time
3	Prospect Type Contacts and Forms Available: Any Time Viewed: Completed:	Any Time
4	Customer Contact Records Available: Any Time Viewed: Completed:	Any Time
5	Sign In Accounts Available: Any Time Viewed: Completed:	Any Time
6	Administrator Type Contact Records Available: Any Time Viewed: Completed:	Any Time
7	Getting Started with Contact Management – Importing Contacts Available: Any Time Viewed: Completed:	Any Time
8	Importing Contacts - Formatting Your Import File Available: Any Time Viewed: Completed:	Any Time
9	Importing Contacts - Save Data File as .CSV File Type Available: Any Time Viewed: Completed:	Any Time
10	Importing Contacts - Categorize Contacts on Import Available: Any Time Viewed: Completed:	Any Time
11	Importing Contacts - Assign Member Groups to Contacts Available: Any Time Viewed: Completed:	Any Time
12	Importing Contacts - Before Import Checklist Available: Any Time Viewed: Completed:	Any Time
13	Import your Contacts and Add to Subscription List at Import Available: Any Time Viewed: Completed:	Any Time
14	Import Previous Customers and Invite to Create New Sign In Account Access Available: Any Time Viewed: Completed:	Any Time
15	Creating Lists in Contacts Available: Any Time Viewed: 7/11/20 Completed:	Any Time	7/11/20
16	How to Create a Query Type List in Contacts Available: Any Time Viewed: Completed:	Any Time
17	How to Create a Subscription List Available: Any Time Viewed: Completed:	Any Time
18	How to Find and Edit Contact Information Available: Any Time Viewed: Completed:	Any Time
19	How to Find and Edit a Contact Available: Any Time Viewed: Completed:	Any Time
20	Contact Editor – Primary Contact Information / General Section Available: Any Time Viewed: Completed:	Any Time
21	Contact Editor – Personal Business Information Available: Any Time Viewed: Completed:	Any Time
22	Contact Editor – Profile Section Available: Any Time Viewed: Completed:	Any Time
23	Contact Editor – Membership Dates Available: Any Time Viewed: Completed:	Any Time
24	Contact Editor – Image Gallery Available: Any Time Viewed: Completed:	Any Time
25	Contact Editor – Shipping Addresses Available: Any Time Viewed: Completed:	Any Time
26	Contact Editor – Payment Methods Available: Any Time Viewed: Completed:	Any Time
27	Contact Editor – Affiliate Info Available: Any Time Viewed: Completed:	Any Time
28	Contact Editor – Internal Info Available: Any Time Viewed: Completed:	Any Time
29	Contact Editor – Sign In Settings Available: Any Time Viewed: Completed:	Any Time
30	Contact Editor – Member Groups Available: Any Time Viewed: Completed:	Any Time
31	Contact Editor – Account Manager Access Available: Any Time Viewed: Completed:	Any Time
32	Contact Editor – Comments Available: Any Time Viewed: Completed:	Any Time
33	Contact Editor – Convert To Company Contact (or Convert To Person Contact) Available: Any Time Viewed: Completed:	Any Time
34	Contact Editor – Categories Available: Any Time Viewed: Completed:	Any Time
35	Contact Editor – Properties Available: Any Time Viewed: Completed:	Any Time
36	Custom Contact Fields Available: Any Time Viewed: Completed:	Any Time
37	Set Custom Contact Fields in Website Settings Available: Any Time Viewed: Completed:	Any Time
38	Find and Update Custom Contact Fields in the Contact Editor Available: Any Time Viewed: Completed:	Any Time
39	Add Custom Contact Fields to My Account Object Available: Any Time Viewed: Completed:	Any Time
40	Add Custom Contact Fields to your Website Forms to Populate Contact Record Available: Any Time Viewed: Completed:	Any Time
41	Create a Rule to Trigger off of the Answer to a Custom Contact Form Question Available: Any Time Viewed: Completed:	Any Time
42	Display Custom Contact Fields in Contact Gallery Search and Contact Profile Available: Any Time Viewed: Completed:	Any Time
43	Locations Where You Can Add or Update Custom Contact Profile Fields Available: Any Time Viewed: Completed:	Any Time
44	Create Query List in Contacts Using Custom Contact Field as Criteria Available: Any Time Viewed: Completed:	Any Time
45	Sales Force Management via Contact View Available: Any Time Viewed: Completed:	Any Time
46	How to Create a Call Log via Contact View Available: Any Time Viewed: Completed:	Any Time
47	—How to Create a Note on a Call Log via Contact View Available: Any Time Viewed: Completed:	Any Time
48	How to Create an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
49	—How to Add Additional Contacts to an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
50	—How to Change the Owner of an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
51	—How to Create a Note on an Event via Contact View Available: Any Time Viewed: Completed:	Any Time
52	How to Create a Note on a Lead Contact Available: Any Time Viewed: Completed:	Any Time
53	How to Create an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
54	—Create a Call Log on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
55	—Create an Event on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
56	—Create a Note on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
57	—Create a Task on an Opportunity via Contact View Available: Any Time Viewed: Completed:	Any Time
58	—How to Assign an Opportunity to Another Owner via Contact View Available: Any Time Viewed: Completed:	Any Time
59	How to Create a Task on a Contact via Contact View Available: Any Time Viewed: Completed:	Any Time
60	—How to Assign a Task to Another Contact via Contact View Available: Any Time Viewed: Completed:	Any Time
61	—How to Create a Note on a Task via Contact View Available: Any Time Viewed: Completed:	Any Time
62	Review a Contact’s Completed Forms via Contact View Available: Any Time Viewed: Completed:	Any Time
63	Review Activities Section in Contact View via Contact View Available: Any Time Viewed: Completed:	Any Time