Getting started with your database
The decisions to make first, how to bring your existing people in, and the vocabulary you need: active versus archived profiles, profile tags versus custom fields, and the advanced filters.
Creating and editing profiles
Working with one profile at a time: editing details, creating offline profiles, inviting people to claim theirs, assigning them to an opportunity, and logging hours manually.
Importing profiles
The full spreadsheet import, in the order you actually do it: preparing the file, formatting fields, uploading, matching on a custom ID, conditional formatting, segmenting, and importing profile pictures.
Bulk actions and exports
Acting on many profiles at once: mass assigning opportunities, shifts and tags, mass email, group chats, and getting data back out through exports and the Impact Report.
Cleaning up your database
Merging duplicates, and the difference between archiving a profile, deleting it, and deleting a Vome User outright.
Policies, integrations and troubleshooting
The start date policy, automated birthday notifications, the Google Sheets integration, and what to check when a profile or a field is not showing up as expected.