Organizing Contacts in Liaison Outcomes
Use the Contacts module in Liaison Outcomes to keep track of all the people your institution needs to correspond with. This may include recruits, students, advisors, and others.
- Adding Contacts
- Learn how to add and configure contacts. This helps you communicate with recruits, applicants, students, and others.
- Working With Contact Segments
- Learn how to build Segments to isolate and work with different subsets of your contacts.
- Managing Contacts
- Learn how to add Contact Types and modify the data points they include. This helps manage your interactions with recruits, applicants, students, and others.
- Navigating a Contact Record
- Learn how to navigate and complete tasks for individual contacts in Outcomes.
- Navigating Contacts
- Learn to use the Contacts Grid to search, build segments, and work with your contacts.
- Performing Batch Actions for Contacts
- Learn how to save time in Liaison Outcomes using batch actions, or actions you complete on multiple contacts at once.
- Using Search in Outcomes
- Learn how to effectively use the search features in Liaison Outcomes.
- Working with Contact Conversations
- Learn to use the Conversations feature to communicate with your contacts.
- Working With Contact Tags
- Learn to organize your contacts using the Tags feature.