Viewing CRM Profiles in the Dashboard

CRM profiles can also be viewed from the dashboard. The mobilization dashboard does not provide all admin-level CRM features that are available in the SiteStacker admin, it is a more user-friendly place that is specifically designed with mobilization admins in mind.

You can access a profile by clicking on the name of the applicant listed on a contact list or task list. Once on the profile page, you can view and edit basic person details, custom CRM fields, relationships, as well as mobilization-specific information such as Application Form progress. 

Modified on Tue, 19 Sep 2023 at 10:52 AM

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Make sure these features are added to your Site Stacker installation by learning how to run updates here!