Orbits or Circles? Organize Your Contacts in Meaningful Ways

Groups, Circles, or Orbits? While the concept of Orbits may be new for most people, Orbits aren't just our unique name for the ways we sort contacts in VIPorbit.

VIPorbit mobile relationship manager is designed around the concept of organizing contacts into groups, or Orbits. One definition for the word orbit is a person's sphere of resource and influence. In the app, these Orbits can be created for temporary or long-term use. You can create an Orbit by selecting one or more contacts, from search results, or by drag-and-drop from the "All" contacts list or any other existing Orbit.

What you can do with an Orbit also serves to set Orbits apart from the Circles and Groups out there. Did you know, for instance, that you can group text or email an entire Orbit with messages that don't look like they went out to everyone? You can also apply a change to the contact records of everyone in an Orbit with one simple edit. Orbits are very powerful tools for both organization and communication. 

To help you make the most of your Orbits, we've recently updated our tutorial videos, including the videos that demonstrate how to organize your contacts by Orbit. Watch one today:

After last week's inaugural webinar, we had several requests to share Mike Muhney's list of Orbits (he has 54 of them). So, for all of you who would like to take a peek at Mike's list, here you go. 

 

In our next Webinar, "Customizing VIPorbit: Make Your Relationship Manager Work the Way You Do," VIPorbit CEO Mike Muhney will show the various ways VIPorbit can be customized: 

  • Creative Orbit Uses 
  • Custom Fields 
  • Pick Lists by Activity 
  • Advanced Search Options 
  • Custom Reports 
  • ...and more! 

Whether you've been using VIPorbit for a while or are just in the research phase, you'll benefit from this inside look at the powerful customization options available!

What:  "Customizing VIPorbit" Webinar
Date:  Thursday, September 6, 2012
Time:  2:00-3:00 p.m. Central Time

Click here to register.

  • VIPorbit Tucson & Phoenix folks: Make plans to attend the @AZWomenNtwrking event next week w/guest speaker @MikeMuhney. Info: t.co/UfSKTPzn7a
    1 week 1 day ago.

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