View the dashboard

View the Contacts list

View a Contact

Download a document

View the Organisations list

View an Organisation

View the list of forms associated with an occurrence (can edit with appropriate permissions in WFB)

Run reports

View the Leads list

View a Lead

From a Lead, jump to the associated Contact

Watch the training video

View the "Who has Access" tab

Create Segments (If the user has "AGM and CTM Segments" enabled)

Create Campaigns (If the user has "AGM and CTM Campaigns" enabled)

Add, edit or delete a Contact

Add, edit or delete a note on a Contact

Add and edit tasks on a Contact

Send the Contact a one-to-one email or SMS

Add, edit or delete an Organisation

Add, edit or delete a note on an Organisation

Add a new note type

Link a Contact to an Organisation

Add and edit tasks on an Organisation

Download a document

Add, edit or delete a document

Delete a Lead

Link a Lead to an Organisation

Add and edit tasks on a Lead

Assign a Lead an Owner, category or Status

Add, edit or delete Officer notes on a Lead

Merge Contacts or Orgs

Change the dashboard

Set the default email template for one-to-one Contacts comms

Apply the default Consent pack for new Contacts created via the Plus icon or import

Link CTM with a Knowledgebase of Saved Replies

Add, edit or delete items from the Lead dropdown lists

Add new tags