Organizing Follow-up Periods

Learn how to add and organize follow-up periods.

What is a period?
Periods are ways of organizing contacts that have been collected based on time period. For example, you can place all of the contacts collected between Augu...
Tue, 12 Aug, 2014 at 10:21 PM
How do I add a period?
To add a period, first go to "Organization Settings" Once in your organization settings, scroll down to the section titled &quo...
Tue, 12 Aug, 2014 at 10:23 PM
Switching a period from inactive to active
Once you have created a new period, you will see it listed in the top right hand corner of the screen, with a note next to it stating that you are "vie...
Tue, 12 Aug, 2014 at 10:25 PM
How do I transfer a contact to a new period?
Once you create a new period, you can transfer contacts individually from their personal page. This is helpful when there are individuals with whom you want...
Sat, 13 Oct, 2018 at 7:37 PM
What is a linked contact?
A linked contact is a contact who appears in multiple follow-up periods. If you have migrated an individual contact from a previous period, you will see a n...
Sat, 13 Oct, 2018 at 7:38 PM