Contact Record Video Tutorial

Overview

The following video tutorial will walk you through the entire layout of a contact record and the actions you can take to maximize your engagement. Click here to read the Contact Record Overview article.

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Learn more about checklists:

• Inquiry Checklist
• Admissions Checklist
• Enrollment Checklist

Learn more about reminders, notes, activities, and document history:

• Reminders, Recent Activity, & Document History

Learn about updating statuses, terms, and roles on the contact record:

• Contact Record: Edit Menu