Settings—General

Video Tutorial - TouchPoint Types

Video Tutorial - Tribes and Tags

Written Tutorial - Step-by-Step:

There are 3 General Settings options.

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1.  Touchpoint Types. This category allows you to set up certain types of touchpoints--such as phone calls or meetings. Later, when you go to Add a Touchpoint for one of your Humans, you'll be able to choose what type of touch it will be, based on the items you set up here.

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2.  Tribes category. This feature helps you group your relationships into categories for reports or targeted email blasts. Very helpful for those who sync with MailChimp.

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3.  Tags category. Once again, you can divide your contacts into specific groups with this feature-—great for filtered lists and reports—but Tags are a more incidental grouping compared to the more permanent nature of Tribes. You can devise your own in-house categories, so you know what sorts of things are Tag-worthy and which are Tribe-worthy. (Just Tag me as "Coffee-drinker," okay?)

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