General Questions

• What is CRF Connect?
• How do I complete account Migration from legacy Connect2Capital?
• How do you generate a new API Key?
• How do you embed Connect Forms on to your company website?

User Management

• How do I enable Weekly Duplicate Emails?
• How do you invite new users?
• How do you change your name or password on your account?
• How do you update your organizational profile?
• How do you manage notifications?

Leads & Submissions

• How do I assign a submission
• What filters can I use to find leads?
• How to set an Open Lead Limit?
• How do Eligible Lead Sources work?
• What are “Related Leads”?
• What are Submissions?

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Product Management

• Product types and how they differ
• How do geographic filters work?
• Should my Product be part of a Referral Program?
• How do I use Product Tags?
• How do I Retire (Deactivate) Products?
• How do I Change Product Notifications & Primary Contact?

Dashboard

• Dashboard overview and how numbers and filters work

Additional Resources (Referral Partner)

• What are Additional Resources?