---
title: User Guide | Help Center
description: User Guide
---

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- [Go to fiworks.com](https://www.fiworks.com/)

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1. [Help Center](https://support.fiworks.com/)
2. [User Guide](https://support.fiworks.com/user-guide)

# User Guide

## Scorecards

- [Understanding Scorecards and Key Performance Indicators](https://support.fiworks.com/understanding-scorecards-and-key-performance-indicators)
- [Using Scorecards](https://support.fiworks.com/using-scorecards)
- [Using Scorecard Views](https://support.fiworks.com/using-scorecard-views)
- [Drilling Down to Get Detailed Information](https://support.fiworks.com/drilling-down-to-get-detailed-information)
- [Entering KPI Goals](https://support.fiworks.com/entering-kpi-goals)
- [Viewing KPI Reports](https://support.fiworks.com/viewing-kpi-reports)

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## Data Analytics

- [Data Analytics & AI Features](https://support.fiworks.com/data-analytics)

## Dashboards

- [Understanding Dashboards and Reports](https://support.fiworks.com/understanding-dashboard-and-reports)
- [Finding Dashboards](https://support.fiworks.com/viewing-dashboards-and-reports)
- [Using Dashboards](https://support.fiworks.com/using-dashboards-and-reports)
- [Using Dashboard Filters](https://support.fiworks.com/using-dashboard-filters)
- [Drilling Down](https://support.fiworks.com/drilling-down)
- [Downloading Dashboards & Reports](https://support.fiworks.com/downloading-dashboards-reports)

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## Search

- [Search](https://support.fiworks.com/search)

## Profiles

- [Understanding Profiles](https://support.fiworks.com/understanding-profiles)
- [Customer Profile](https://support.fiworks.com/customer-profile)
- [Account Profile](https://support.fiworks.com/account-profile)
- [Household Profile](https://support.fiworks.com/household-profile)
- [Prospect Profile](https://support.fiworks.com/prospect-profile)
- [Lead Profile](https://support.fiworks.com/lead-profile)
- [Center of Influence Profile](https://support.fiworks.com/center-of-influence-profile)

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## Activities

- [Understanding Activities](https://support.fiworks.com/understanding-activities)
- [Using My Queue](https://support.fiworks.com/using-my-queue)
- [Using Activity Queue](https://support.fiworks.com/using-activity-queue)
- [Common Features for Activities](https://support.fiworks.com/common-features-for-activities)
- [Using Tasks](https://support.fiworks.com/using-tasks)
- [Adding Opportunities](https://support.fiworks.com/adding-opportunities)
- [Adding Referrals](https://support.fiworks.com/adding-referrals)
- [Adding Cases](https://support.fiworks.com/adding-cases)
- [Reassigning Activities](https://support.fiworks.com/reassigning-activities)
- [Using the Notes Tab](https://support.fiworks.com/using-the-notes-tab)
- [Using the History Tab](https://support.fiworks.com/using-the-history-tab)
- [Using the Survey Tab](https://support.fiworks.com/using-the-survey-tab)

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## Sales & Contact Management Tools

- [Adding Additional Contact Information](https://support.fiworks.com/adding-additional-contact-information)
- [Recording a Contact](https://support.fiworks.com/recording-a-contact)
- [Viewing History](https://support.fiworks.com/viewing-history)
- [Forms](https://support.fiworks.com/forms)

## Leads and Prospects

- [Leads and Prospects](https://support.fiworks.com/leads-and-prospects)
- [Adding Leads](https://support.fiworks.com/adding-leads)
- [Adding a Prospect](https://support.fiworks.com/adding-a-prospect)
- [Using the Leads and Prospects Manager](https://support.fiworks.com/using-the-leads-and-prospects-manager)
- [Promoting, Disqualifying and Reassigning Leads](https://support.fiworks.com/promoting-disqualifying-and-reassigning-leads)
- [Demoting, Disqualifying and Reassigning Prospects](https://support.fiworks.com/demoting-disqualifying-and-reassigning-prospects)
- [Converting Prospects to Customers](https://support.fiworks.com/converting-prospects-to-customers)

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## Centers of Influence

- [Centers of Influence](https://support.fiworks.com/centers-of-influence)
- [Working With Centers of Influence](https://support.fiworks.com/working-with-centers-of-influence)

## Sales Reporting and Analytics

- [Sales Pipeline](https://support.fiworks.com/sales-pipeline)
- [Sales Analytics](https://support.fiworks.com/sales-analytics)

## Marketing Automation

- [Understanding Marketing Automation](https://support.fiworks.com/understanding-marketing-automation)
- [Getting Access to Email Templates](https://support.fiworks.com/getting-access-to-email-templates)
- [About SendGrid Email Templates](https://support.fiworks.com/about-sendgrid-email-templates)
- [Email Design Tips](https://support.fiworks.com/email-design-tips)

## Settings

- [My Profile Settings](https://support.fiworks.com/my-profile-settings)

## Profitability

- [Understanding Profitability](https://support.fiworks.com/understanding-profitability)

## Demographics

- [Understanding Demographics](https://support.fiworks.com/what-are-demographics)
- [Demographic Data](https://support.fiworks.com/what-demographic-data-is-available)
- [Life Stage Data](https://support.fiworks.com/life-stage-data)

- [Getting Started](https://support.fiworks.com/getting-started#main-content)

    - [FI Works Overview](https://support.fiworks.com/getting-started#fi-works-overview)
    - [Accessing the Application](https://support.fiworks.com/getting-started#accessing-the-application)
    - [Getting Around](https://support.fiworks.com/getting-started#getting-around)
- [User Guide](https://support.fiworks.com/user-guide#main-content)

    - [Scorecards](https://support.fiworks.com/user-guide#scorecards)
    - [Data Analytics](https://support.fiworks.com/user-guide#data-analytics)
    - [Dashboards](https://support.fiworks.com/user-guide#dashboards)
    - [Search](https://support.fiworks.com/user-guide#search)
    - [Profiles](https://support.fiworks.com/user-guide#profiles)
    - [Activities](https://support.fiworks.com/user-guide#activities)
    - [Sales & Contact Management Tools](https://support.fiworks.com/user-guide#sales-contact-management-tools)
    - [Leads and Prospects](https://support.fiworks.com/user-guide#leads-and-prospects)
    - [Centers of Influence](https://support.fiworks.com/user-guide#centers-of-influence)
    - [Sales Reporting and Analytics](https://support.fiworks.com/user-guide#sales-reporting-and-analytics)
    - [Marketing Automation](https://support.fiworks.com/user-guide#marketing-automation)
    - [Settings](https://support.fiworks.com/user-guide#settings)
    - [Profitability](https://support.fiworks.com/user-guide#profitability)
    - [Demographics](https://support.fiworks.com/user-guide#demographics)
- [Administration Guide](https://support.fiworks.com/administration-guide#main-content)

    - [Application Settings](https://support.fiworks.com/administration-guide#application-settings)
- [FAQs](https://support.fiworks.com/faqs#main-content)

    - [FAQs](https://support.fiworks.com/faqs#faqs)
- [Announcements](https://support.fiworks.com/announcements#main-content)

    - [Release Notes](https://support.fiworks.com/announcements#release-notes)

# FI Works

fiworks.com Help Center

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