Help & Documentation

• Account Set-Up & New Users

  Getting Started, Home & Updates

• Contacts

  Manage & Store Unlimited Contact Records - Individuals, Lobbyists, Companies, PAC's, Organizations, Firms, Committe...

• Find

  Find Contacts - Find / Query / Target Contacts - Any Field or Metric in your Account

• Groups

  Groups, Lists, Tagging, Flagging

• Events

  Financials, Co-Hosts, Attendees, Seating, Calls, Groups, Communications

• Calls & Meetings

  Effective Call Time and Meetings. Online Calls, Call Sheets, Meeting Briefings.

• Communications

  Email Blasts and Recipient Groups

• Financials

  Track Donations, Pledges, Commitments, and Batches

• Campaigns / Clients

  Campaigns, Clients, Past Clients, Prospect / Target Campaigns, Organizations, PAC's, 501's, etc.

• Data

  Importing and De-Duping Data

• Account Admin

  Manage Account, Upgrade Plans, Users, Billing and Settings