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