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
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article