What are support levels?
Support Levels allow you to categorize contacts based on their relationship with your organization, helping you target the right audience.
🎯 Example: Use support levels to group contacts by their knowledge of or support for your project.
Careful, changes here will directly impact the mobile app and could affect members during organizing efforts!
How to modify Support Levels
🎨 Customize default support levels, including names and colors:
Access Settings: Go to Profile > Space Settings > Contacts/CRM > Support Levels.
Modify Titles: Click the field, make changes, and save.
Add/Remove Levels: Click "Add a subfield" to add or the “X” to delete.
❗️To reset to defaults, click "Choose a template" and select "Go back to default support levels."
On the Mobile App
Assign or update a support level when adding or editing a contact during a canvassing action or calling action.
Support levels sync automatically from the web platform once saved.
💡 Tips
Use colors to make your database more dynamic!
Set up automatic emails or SMS based on support levels: