Foundation Help Articles
- How do I get engagement features enabled in my study?
- Verify- Identity Verification
- Lead List Page Quick Filters
- Lead Details Progress Bar
- Importing Leads
- Foundation Study Settings - Lead Status
- Foundation Study Settings - Email Templates
- Foundation Study Settings - Automation Builder
- Lead Contact Preferences
- How to Text a Lead
- How to Allow Permission to Microphone/Speaker for Calls
- How to Call a Lead
- How to Email a Lead
- Message Center
- Assign a Lead to a Staff Member
- Set a Next Follow Up Date for a Lead
- Call and Text Usage on the Dashboard
- Screening Form Audit Trail
- Unread Text Message Notifications
- Foundation Study Settings - Text Templates