Profile management
Profile's data is the business core, store it. Track it, store it and use it wisely
13 articles
Quick start - ProfilesGet quickly started with understanding people and how to help them progress with Profiles
How to create a profile and what's the difference between a profile and an active userLearn how to use the 'Create a profile' feature and what's the difference between a profile and an active user
Profile tagsLearn how to assign tags to your profiles to assort them into logical groups
Archive old email addressesLearn how to archive email addresses of profiles so that the associated messages are preserved
TasksLearn how to assign tasks to teammates and see the tasks that have been assigned to you
Class journeysLearn where to record the particulars of a candidate's affiliation with a class
Last engagedMeasure the moment a profile was last engaged with your institution
Capture notes and meaningful interactions with your candidatesLearn how to record and keep track of key interactions with leads, applicants, students and alumni
Duplicate profilesWhy duplicate profiles occur and how to deal with it
How to merge profilesLearn how to merge duplicate profiles into a single one
Profile latest activityCapture the communication history of a candidate and understand their interactions with the profile latest activity
What's the difference between source method and category?Track where your prospects, applicants or students come from to ensure successful marketing initiatives
How to Track profile source through custom categoriesCapture the source of your profiles to know where your best leads are coming