Beginner Learning Path
Welcome to the Beginner Learning Path! Here you'll find an introduction to Elements. Get acquainted with the interface, basic features, and navigation. Then learn essential concepts such as List Views, creating and editing Contact and Relationship Records, and creating Activities. Below you will find both articles and videos for your learning journey.
Articles
Basic Navigation
- Signing Into Elements
- Home Screen Navigation
- Global Search in Elements
- Customize the Navigation Bar in Elements
- Updating your Personal Information
Data Hierarchy
List Views
Creating & Editing Records
Activities
Integrations Overview
Continue to the Intermediate Path here!
Videos
Basic Navigation
- Elements - Navigating the Home Page
- Elements Global Search
- Elements - Customizing the Navigation Bar
- Elements Personalization Settings
