Client – a client is a company, individual, or set of individuals that your company has been engaged to provide some type of marketing service.

Projects – a project is any work that you want to define and/or track.  Projects can have milestones, tasks and comments.

Milestones – a milestone is a definable status in a project.  As such, it can be an event, the completion of one or more tasks, or other such accomplishment.  Projects can have one or more milestones which help to organize participants and provide good check points during particularly long or complex projects.

Tasks – Tasks are activities that need to occur in a project or with regards to an opportunity.  Tasks can be assigned to yourself or to other people.  Tasks may have specific deadlines or general requirements such as Do Now or Do Later.  Once a task is completed, the assigned user marks it as such and the system continues to record that the task was assigned and completed.  When a user assigns a task to someone (including themselves), Actionize issues an email to notify that assigned user.

Tags – Tags are used to describe contacts so they can be easily sorted and grouped.  Tags are either system generated or user defined.  Users can change tags as desired and multiple tags can be assigned to a user. 

Import – Bring in a list of contacts from another application right into Actionize.  This is done by exporting from the other application into a .CSV formatted file.  Actionize allows you to align the proper fields and automatically load the entire list into the system thereafter.  Do we mention export is coming?

Relations  – Contacts can be associated using relations that only your note and see unless you decide to share with other Actionize members.  For example, if one of your contacts works for the same company as another, the two can be “linked” using a relation.  If another contact knows someone in any capacity – as a friend, business colleague, relative, etc. – the two can be associated to each other to reflect that personal relationship.  The system will automatically connect people to existing projects.  You can add as many relations per contact as you like using one or more descriptions such as: relative, friend, co-worker, etc ..  You can even search for contacts by relation type to help create quick distribution lists such as “friends and family” or “all contacts at X Company”.