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What is the Contact Manager app?

Your introduction to Contact Manager (CTM)

Steph Stevens avatar
Written by Steph Stevens
Updated over 10 months ago

This app allows you to manage your business relationships and keep in contact with your alumni.

Contacts

Use different occurrences to keep track of different types of individual Contacts:

  • Business partners

  • Feeder schools

  • Alumni

  • Agents

Within each Contact's record, you can keep track of comms they've sent, their graduation records, and many other useful key points. Get started by checking what you can see on a Contact.

Use segments to create targeted lists of Contacts for bulk campaigns or keep-warm updates.

Using Webform Builder, you can generate new Contacts as Leads, or copy over teachers who've slipped into Student Database.

Organisations

Most Contacts will be part of an Organisation, and under these you can see the aggregate of all your Contacts activities, to build up a full history between you and the people you maintain relationships with. 

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