Support Center

What does Onboarding mean?

Last Updated: Sep 28, 2011 08:50AM PDT
When you have a new contact, “Onboarding” is how you add extra information, like writing notes about how you met and setting reminders to keep in touch. You can set a reminder to be alerted once, weekly, monthly, every 3 months, or every 6 months to reach out to a contact.

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