SwiftFox Academy

Contacts

Your contacts are your foundation. Learn to create, update, and manage profiles for people and organisations.

About this course

Duration

44

min

Lessons

14

Welcome! Adding your contacts to your database is one of the first and most important steps in your SwiftFox journey. In this course, you will learn how to create profiles for both individuals and organisations and how to update these profiles as information changes. This course will also cover how to categorise your contacts via custom fields, and how you can keep track of your interactions with a contact from their profile page.

Begin first lesson

Lessons

001-01 Create contacts for people & organisations
PT7M17S
Not started
In progress
Complete
001-02 Update contact information
PT2M55S
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In progress
Complete
001-03 Store interactions & set tags
PT2M40S
Not started
In progress
Complete
001-04 Import Your Own Data
PT3M22S
Not started
In progress
Complete
001-05 Manage custom fields
PT3M03S
Not started
In progress
Complete
001-06 Activity Logs On Profiles
PT1M57S
Not started
In progress
Complete
001-07 Understanding Linked Fields
PT2M38S
Not started
In progress
Complete
001-08 Formula fields
PT2M24S
Not started
In progress
Complete
001-09 Event insights
PT2M11S
Not started
In progress
Complete
001-10 Custom field data tables
PT3M27S
Not started
In progress
Complete
001-11 Merging Profiles
PT2M25S
Not started
In progress
Complete
001-12 Person to Person Relationships
PT1M22S
Not started
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Complete
001-13 Custom Fields on Posts
PT4M41S
Not started
In progress
Complete

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