Mastering Record Classification: All, Individuals, Organizations & Constituents ๐๏ธ
Learn how to effectively categorize records into All, Individuals, Organizations, and Constituents for streamlined data management and insights.
Giveffect
241 views โข Apr 19, 2023
About this video
---All<br />-Contains all Individuals, Organizations, Constituents<br />-Scoreboard<br /><br />---Individuals<br />-Individual people, no companies<br />-Scoreboard<br /><br />---Organizations<br />-Only orgs and companies<br />-Ex: Bank of America<br />-Scoreboard<br /><br />---Constituents<br />-Anyone who is receiving services from your organization<br />-Use however you want, these contacts do show up in the All tab<br />-Scoreboard
Video Information
Views
241
Duration
4:07
Published
Apr 19, 2023
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