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Basic fields that are necessary to start operating with the Contact.
Necessary fields to consider the Contact as "Ready".
Extra fields that are desirable for a complete understanding of the Contact.
Custom fields required to operate with the Contact in the context of a specific Initiative.
Fields that are not used at any given time in TIOF's operations.
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Articles, posts, etc.
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This documentation page is under construction. Should you want to be notified once it's published, .
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The IO Foundation requires interacting with a number of potential stakeholders and reach out to potential beneficiaries in order to further its advocacy, otherwise known as leads.
Obtaining these leads can be done through a number of methods.
The IO Foundation has a clear policy of not generating leads by methods that infringe this Policy.
Triggers
"Active": Custom alerts, URL monitoring
"Passive": Newsletters
Manual acquisition
Purpose | Examples | Link |
---|---|---|
Research
Ongoing projects, etc.
Reaction
Data breaches, relevant events, etc.
Comms
In-the-know about mentions of TIOF, etc.
Security
TIOF Data breaches, login impersonation attempts, etc.
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Salesforce object: Opportunity
Dooly template: Activity Lifecycle
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ShortURL | Playbook | Assistant
NOTICE
This documentation page is under construction. Should you want to be notified once it's published, let us know.