Managing Contacts
Learn how to create, group, and manage your students.
- Navigating the Contact Grid
- Learn to use the Contacts Grid to search, build segments, and work with your contacts.
- Searching for Contacts
- Learn how to effectively use the search features in CSU Transfer Planner.
- Navigating a Contact Record
- Learn how to navigate and complete tasks for individual contacts in CSU Transfer Planner.
- Working with Contact Segments
- Learn how to use prefabricated Segments or build new ones to isolate and work with different subsets of your contacts.