We will continue to iterate this FAQ with updates, new questions, and new guidance. If you have any additional questions about these or any other topics, please don't hesitate to reach out via in-site chat or emailing firstname.lastname@example.org.
- What is Onboarding and how do I use it?
- What are Sources?
- What's the fastest way to invite users?
- What does "User exists in this source already" mean?
- How do I send a follow up email to users in my Opportunity Pool?
- How do I automatically segment my users?
- How do I modify a Project Name?
- What do these Project Roles mean?
- How do I access Email Logs in my Project?
- What are Notices and when do I use them?