Mastering Record Classification: All, Individuals, Organizations & Constituents ๐Ÿ—‚๏ธ

Learn how to effectively categorize records into All, Individuals, Organizations, and Constituents for streamlined data management and insights.

Mastering Record Classification: All, Individuals, Organizations & Constituents ๐Ÿ—‚๏ธ
Giveffect
241 views โ€ข Apr 19, 2023
Mastering Record Classification: All, Individuals, Organizations & Constituents ๐Ÿ—‚๏ธ

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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