- Create an Individual Record
- Search for an Individual's Record
- Workflow for Individuals
- Managing stakeholders with multiple positions
- Create a new position for a stakeholder
- Position: Change Organisation
- Automatically classify your stakeholders using their email domain name
- Workflow for Organisations
- Create and Edit Organisations
- Understand Multi-Level Hierarchies in Borealis
- Introduction to relationships between organizations
- Define relationship types between organisations
- Create relationships between organisations
- Use import template to batch create and link domain names to organisations (VIDEO)
- Create and Edit Households
- Set Up and Use Stakeholder Verification
- Individual and Organisation Lists
- Confidentiality notice
- Manage and Merge Duplicate Stakeholders
