Organizer & Activist Users

Navigating Action Builder

• Adding Action Builder to Your Phone's Home Screen
• How to Log in to Action Builder
• Getting Started with Action Builder
• Navigating Action Builder | Using the Search Bar

Wall Chart

• Merge Duplicate Records in a Campaign
• Quick Apply
• Wall Chart
• Manually Add New Entities

Map View

• Wall Chart: Map View

Chart View

• Wall Chart: Chart View
• Chart View Group By Options

Entity

• What is an Entity?

Profile Page

• How to Add & Manage Social Media Contact Information on Entity Profiles
• Entity Profile Pages
• Flag for Follow Up
• [Video] How to Set Up a Profile Page
• Updating Entity Assessments
• Info

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Assessments

• What are Assessments?
• Viewing and Adding Assessments

Info

• What is Info?
• Adding and Editing Info

Connections

• What Are Connections?
• Adding A Connection

Notes

• What are Notes?
• Adding Notes

Query Builder

• Action Builder Query Builder Overview
• Getting Started with Query Builder
• Saved Queries
• Query Builder Criteria
• Filter by State House & Senate and Federal Districts

Tasks

• Creating and Editing Tasks
• Viewing Tasks
• Completing Tasks

Activity Stream

• Activity Stream for Entity Profiles
• Campaign Activity Stream