Table of Contents

Managing Work	Importing / Exporting Data
Creating Cards	Exporting Activities
Assigning Cards	Importing Accounts
Lane Actions	Updating Healthscores
Using Engagements	Salesforce Integration
Lock Account View	Email Logging

Segmenting & Filtering	Running Reports
Data Tile Drilldowns	Bolstra Analytics
Creating Filters

Administrating Bolstra
Creating Activity Boards
Creating Healthscores
Custom Attributes & Layouts
Using Lifecycles
Using Contracts