BUILD YOUR DATABASE
Connect With Your Sphere
Learn more about the Lead Generation Model and the importance of connecting with your sphere of influence.
Building Your Database
Your database is your business! Learn more about setting standards around the contacts you add, and how to get contacts into Command.
ADD NEIGHBORHOODS TO CONTACTS
Be Neighborhood Driven
Module three of a four part series. Learn more about sending one-to-one, hyper-local information to your contacts.
Add Contacts to the Quarterly Call SmartPlan
Learn How To Add Contacts to the Quarterly Call SmartPlan
Add a Contact to Monthly Neighborhood Nurture SmartPlan
Learn how to add a contact to the Monthly Neighborhood Nurture SmartPlan
SYSTEMATIZE YOUR COMMUNICATION
Systematize Your Communication
Learn more about the importance of calling your sphere and systematically using the quarterly call Smartplan, in Command.
Add Contacts to the Quarterly Call SmartPlan
Learn How To Add Contacts to the Quarterly Call SmartPlan
OVERVIEW, SETUP, AND IMPORT GUIDE FOR CONTACTS
Contacts: Overview, Setup and Import Guide
This guide uses four easy steps to help lead you through the Command contact import process!
Sync Your Contacts with PieSync
Learn how to sync your contacts to Command using PieSync.
Import Contacts
The most reliable way to get your contacts in to Command is to import a list of contacts.
CONTACTS CONTINUED
Manage Your Contacts
Learn how to manage your contacts in Command.
Add an Activity to a Contact
How do you track all of the conversations you have with your leads/contacts? Add an activity to a contact!
SMARTPLANS
Add Contacts to a SmartPlan
Learn how to edit a contact in Command.
Edit the Content in a SmartPlan
Learn how to make a copy of a SmartPlan and make changes to it and then assign Contacts to the newly created SmartPlan.
Remove a Contact from a SmartPlan
Learn how to remove contacts from Smartplan
EXPORT MAILING LABELS AND CONTACTS
Export Mailing Labels
Learn how export mailing labels in Command.
CREATE AND CUSTOMIZE TAGS, FIELDS, COLUMNS, AND SMART VIEWS
Create and Manage Custom Tags
Learn how to access the Contact Tags Settings page to create and manage your tags
Create and Edit Custom Fields for Contacts in Command
Learn how to create and edit custom fields in Command.
Customize Columns, Use Filters, and Create SmartViews in Command
Learn how to organize your database, use filters, and create SmartViews
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