Project Healthspan CRM

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Overview Org Dev Timeline Corporate Documents Vendors Access
Overview Pro Forma The Model The Books Invoices & Billing Leases Inventory Reports
Overview To-Dos Master List Alta Tasks
Overview Active Projects Model Builder Equipment Library Staffing Scheduling
Overview All Templates Science Library Corporate Documents Marketing Materials
Overview All Partners Employees Advisors Ambassadors Contractors Members Call lists
Overview Campaigns Prospecting Newsletters Events Call lists Social Website Reports
Overview Communication Brain Sessions Setup Tasks
# Name Company Email Phone Rating Last Contact
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Configure Columns
Drag to reorder · Click to add or remove
Available Fields
Selected Columns (in order)
Create Saved View
View Name
Show contacts where of these conditions are met:
Columns for this view
Available Fields
Selected (drag to reorder)
Contact
👤 Open Detail
📞 Log Call
📝 Log Note
📋 Add to Campaign…
📞 Add to Call List…
💤 Snooze Follow-up ▶
3 days
1 week
2 weeks
1 month
✕ Clear snooze
🗄 Archive Contact
0 selected
🔍 Esc
Start typing to search all contacts, organizations, and campaigns…
📥 Import Contacts from CSV
1 Upload
2 Map Fields
3 Preview
4 Import
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⚙ Appearance Settings

🐵

Mailchimp Settings

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Mailchimp API Key
Get yours at: Mailchimp → Account → Extras → API keys
Audience / List
From Name
Reply-To Email

⊞ Layout Editor

Available Fields

📋 Activity Feed

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🚀
Prospect Pipeline
Drag contacts between columns to change their rating
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