CINXE.COM
Resource Library | Cobalt
<!DOCTYPE html> <html lang="en-US"> <head> <script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src='https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);})(window,document,'script','dataLayer','GTM-PQGKRK8');</script><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta name="author" content="Cobalt"> <meta name="viewport" content="initial-scale=1, width=device-width, user-scalable=0"> <meta http-equiv="X-UA-Compatible" content="IE=edge" /> <link rel="profile" href="http://gmpg.org/xfn/11" /> <link rel="apple-touch-icon" sizes="180x180" href="https://cobalt.net/wp-content/themes/cobalt/favicon/apple-touch-icon.png" > <link rel="icon" type="image/png" sizes="32x32" href="https://cobalt.net/wp-content/themes/cobalt/favicon/favicon-32x32.png"> <link rel="icon" type="image/png" sizes="16x16" href="https://cobalt.net/wp-content/themes/cobalt/favicon/favicon-16x16.png"> <link rel="manifest" href="https://cobalt.net/wp-content/themes/cobalt/favicon/site.webmanifest" crossorigin="use-credentials"> <link rel="mask-icon" href="https://cobalt.net/wp-content/themes/cobalt/favicon/safari-pinned-tab.svg" color="#5bbad5"> <link rel="shortcut icon" href="https://cobalt.net/wp-content/themes/cobalt/favicon/favicon.ico"> <meta name="msapplication-TileColor" content="#2b5797"> <meta name="msapplication-config" content="https://cobalt.net/wp-content/themes/cobalt/favicon/browserconfig.xml"> <meta name="theme-color" content="#ffffff"> <meta name='robots' content='index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1' /> <style>img:is([sizes="auto" i], [sizes^="auto," i]) { contain-intrinsic-size: 3000px 1500px }</style> <!-- This site is optimized with the Yoast SEO Premium plugin v23.9 (Yoast SEO v23.9) - https://yoast.com/wordpress/plugins/seo/ --> <title>Resource Library | Cobalt</title> <meta name="description" content="Get help for your AMS or CRM issues, explore best practices, browse tutorials and how-to videos, and much more in our resource library." /> <link rel="canonical" href="https://cobalt.net/resources/" /> <meta property="og:locale" content="en_US" /> <meta property="og:type" content="article" /> <meta property="og:title" content="Resources" /> <meta property="og:description" content="Get help for your AMS or CRM issues, explore best practices, browse tutorials and how-to videos, and much more in our resource library." /> <meta property="og:url" content="https://cobalt.net/resources/" /> <meta property="og:site_name" content="Cobalt" /> <meta property="article:modified_time" content="2024-08-07T02:27:23+00:00" /> <meta name="twitter:card" content="summary_large_image" /> <script type="application/ld+json" class="yoast-schema-graph">{"@context":"https://schema.org","@graph":[{"@type":"WebPage","@id":"https://cobalt.net/resources/","url":"https://cobalt.net/resources/","name":"Resource Library | Cobalt","isPartOf":{"@id":"https://cobalt.net/#website"},"datePublished":"2017-06-30T19:22:16+00:00","dateModified":"2024-08-07T02:27:23+00:00","description":"Get help for your AMS or CRM issues, explore best practices, browse tutorials and how-to videos, and much more in our resource library.","breadcrumb":{"@id":"https://cobalt.net/resources/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https://cobalt.net/resources/"]}]},{"@type":"BreadcrumbList","@id":"https://cobalt.net/resources/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://cobalt.net/"},{"@type":"ListItem","position":2,"name":"Resources"}]},{"@type":"WebSite","@id":"https://cobalt.net/#website","url":"https://cobalt.net/","name":"Cobalt","description":"","publisher":{"@id":"https://cobalt.net/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://cobalt.net/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https://cobalt.net/#organization","name":"Cobalt","url":"https://cobalt.net/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https://cobalt.net/#/schema/logo/image/","url":"https://cobalt.net/wp-content/uploads/2018/05/Cobalt-Logo.png","contentUrl":"https://cobalt.net/wp-content/uploads/2018/05/Cobalt-Logo.png","width":1810,"height":473,"caption":"Cobalt"},"image":{"@id":"https://cobalt.net/#/schema/logo/image/"}}]}</script> <!-- / Yoast SEO Premium plugin. --> <link rel='dns-prefetch' href='//www.googletagmanager.com' /> <link rel='dns-prefetch' href='//stats.wp.com' /> <link rel="alternate" type="application/rss+xml" title="Cobalt » Feed" href="https://cobalt.net/feed/" /> <link rel="alternate" type="application/rss+xml" title="Cobalt » Comments Feed" href="https://cobalt.net/comments/feed/" /> <link rel="alternate" type="text/calendar" title="Cobalt » iCal Feed" href="https://cobalt.net/events/?ical=1" /> <link rel='stylesheet' id='tribe-events-pro-mini-calendar-block-styles-css' href='https://cobalt.net/wp-content/plugins/events-calendar-pro/src/resources/css/tribe-events-pro-mini-calendar-block.min.css?ver=7.3.0' type='text/css' media='all' /> <style id='wp-emoji-styles-inline-css' type='text/css'> img.wp-smiley, img.emoji { display: inline !important; border: none !important; box-shadow: none !important; height: 1em !important; width: 1em !important; margin: 0 0.07em !important; vertical-align: -0.1em !important; background: none !important; padding: 0 !important; } </style> <link rel='stylesheet' id='wp-block-library-css' href='https://cobalt.net/wp-content/plugins/gutenberg/build/block-library/style.css?ver=20.0.2' type='text/css' media='all' /> <style id='wp-block-library-inline-css' type='text/css'> .has-text-align-justify{text-align:justify;} </style> <style id='safe-svg-svg-icon-style-inline-css' type='text/css'> .safe-svg-cover{text-align:center}.safe-svg-cover .safe-svg-inside{display:inline-block;max-width:100%}.safe-svg-cover svg{height:100%;max-height:100%;max-width:100%;width:100%} </style> <link rel='stylesheet' id='ugb-style-css-v2-css' href='https://cobalt.net/wp-content/plugins/stackable-ultimate-gutenberg-blocks-premium/dist/deprecated/frontend_blocks_deprecated_v2.css?ver=3.13.11' type='text/css' media='all' /> <style id='ugb-style-css-v2-inline-css' type='text/css'> :root { --content-width: px; } </style> <link rel='stylesheet' id='ugb-style-css-premium-v2-css' href='https://cobalt.net/wp-content/plugins/stackable-ultimate-gutenberg-blocks-premium/dist/deprecated/frontend_blocks_deprecated_v2__premium_only.css?ver=3.13.11' type='text/css' media='all' /> <style id='classic-theme-styles-inline-css' type='text/css'> /*! This file is auto-generated */ .wp-block-button__link{color:#fff;background-color:#32373c;border-radius:9999px;box-shadow:none;text-decoration:none;padding:calc(.667em + 2px) calc(1.333em + 2px);font-size:1.125em}.wp-block-file__button{background:#32373c;color:#fff;text-decoration:none} </style> <style id='global-styles-inline-css' type='text/css'> :root{--wp--preset--aspect-ratio--square: 1;--wp--preset--aspect-ratio--4-3: 4/3;--wp--preset--aspect-ratio--3-4: 3/4;--wp--preset--aspect-ratio--3-2: 3/2;--wp--preset--aspect-ratio--2-3: 2/3;--wp--preset--aspect-ratio--16-9: 16/9;--wp--preset--aspect-ratio--9-16: 9/16;--wp--preset--color--black: #000000;--wp--preset--color--cyan-bluish-gray: #abb8c3;--wp--preset--color--white: #ffffff;--wp--preset--color--pale-pink: #f78da7;--wp--preset--color--vivid-red: #cf2e2e;--wp--preset--color--luminous-vivid-orange: #ff6900;--wp--preset--color--luminous-vivid-amber: #fcb900;--wp--preset--color--light-green-cyan: #7bdcb5;--wp--preset--color--vivid-green-cyan: #00d084;--wp--preset--color--pale-cyan-blue: #8ed1fc;--wp--preset--color--vivid-cyan-blue: #0693e3;--wp--preset--color--vivid-purple: #9b51e0;--wp--preset--color--primary: #002C5C;--wp--preset--color--secondary: #0177C7;--wp--preset--color--tertiary: #6CBC36;--wp--preset--color--alt-blue: #00407B;--wp--preset--color--light-blue: #77C7FE;--wp--preset--color--gray-800: #373a3c;--wp--preset--color--gray-600: #868e96;--wp--preset--color--gray-400: #ced4da;--wp--preset--color--gray-200: #e9ecef;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple: linear-gradient(135deg,rgba(6,147,227,1) 0%,rgb(155,81,224) 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan: linear-gradient(135deg,rgb(122,220,180) 0%,rgb(0,208,130) 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange: linear-gradient(135deg,rgba(252,185,0,1) 0%,rgba(255,105,0,1) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red: linear-gradient(135deg,rgba(255,105,0,1) 0%,rgb(207,46,46) 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray: linear-gradient(135deg,rgb(238,238,238) 0%,rgb(169,184,195) 100%);--wp--preset--gradient--cool-to-warm-spectrum: linear-gradient(135deg,rgb(74,234,220) 0%,rgb(151,120,209) 20%,rgb(207,42,186) 40%,rgb(238,44,130) 60%,rgb(251,105,98) 80%,rgb(254,248,76) 100%);--wp--preset--gradient--blush-light-purple: linear-gradient(135deg,rgb(255,206,236) 0%,rgb(152,150,240) 100%);--wp--preset--gradient--blush-bordeaux: linear-gradient(135deg,rgb(254,205,165) 0%,rgb(254,45,45) 50%,rgb(107,0,62) 100%);--wp--preset--gradient--luminous-dusk: linear-gradient(135deg,rgb(255,203,112) 0%,rgb(199,81,192) 50%,rgb(65,88,208) 100%);--wp--preset--gradient--pale-ocean: linear-gradient(135deg,rgb(255,245,203) 0%,rgb(182,227,212) 50%,rgb(51,167,181) 100%);--wp--preset--gradient--electric-grass: linear-gradient(135deg,rgb(202,248,128) 0%,rgb(113,206,126) 100%);--wp--preset--gradient--midnight: linear-gradient(135deg,rgb(2,3,129) 0%,rgb(40,116,252) 100%);--wp--preset--font-size--small: 13px;--wp--preset--font-size--medium: 20px;--wp--preset--font-size--large: 36px;--wp--preset--font-size--x-large: 42px;--wp--preset--font-family--albert-sans: 'Albert Sans', sans-serif;--wp--preset--font-family--alegreya: Alegreya, serif;--wp--preset--font-family--arvo: Arvo, serif;--wp--preset--font-family--bodoni-moda: 'Bodoni Moda', serif;--wp--preset--font-family--bricolage-grotesque: 'Bricolage Grotesque', sans-serif;--wp--preset--font-family--cabin: Cabin, sans-serif;--wp--preset--font-family--chivo: Chivo, sans-serif;--wp--preset--font-family--commissioner: Commissioner, sans-serif;--wp--preset--font-family--cormorant: Cormorant, serif;--wp--preset--font-family--courier-prime: 'Courier Prime', monospace;--wp--preset--font-family--crimson-pro: 'Crimson Pro', serif;--wp--preset--font-family--dm-mono: 'DM Mono', monospace;--wp--preset--font-family--dm-sans: 'DM Sans', sans-serif;--wp--preset--font-family--dm-serif-display: 'DM Serif Display', serif;--wp--preset--font-family--domine: Domine, serif;--wp--preset--font-family--eb-garamond: 'EB Garamond', serif;--wp--preset--font-family--epilogue: Epilogue, sans-serif;--wp--preset--font-family--fahkwang: Fahkwang, sans-serif;--wp--preset--font-family--figtree: Figtree, sans-serif;--wp--preset--font-family--fira-sans: 'Fira Sans', sans-serif;--wp--preset--font-family--fjalla-one: 'Fjalla One', sans-serif;--wp--preset--font-family--fraunces: Fraunces, serif;--wp--preset--font-family--gabarito: Gabarito, system-ui;--wp--preset--font-family--ibm-plex-mono: 'IBM Plex Mono', monospace;--wp--preset--font-family--ibm-plex-sans: 'IBM Plex Sans', sans-serif;--wp--preset--font-family--ibarra-real-nova: 'Ibarra Real Nova', serif;--wp--preset--font-family--instrument-serif: 'Instrument Serif', serif;--wp--preset--font-family--inter: Inter, sans-serif;--wp--preset--font-family--josefin-sans: 'Josefin Sans', sans-serif;--wp--preset--font-family--jost: Jost, sans-serif;--wp--preset--font-family--libre-baskerville: 'Libre Baskerville', serif;--wp--preset--font-family--libre-franklin: 'Libre Franklin', sans-serif;--wp--preset--font-family--literata: Literata, serif;--wp--preset--font-family--lora: Lora, serif;--wp--preset--font-family--merriweather: Merriweather, serif;--wp--preset--font-family--montserrat: Montserrat, sans-serif;--wp--preset--font-family--newsreader: Newsreader, serif;--wp--preset--font-family--noto-sans-mono: 'Noto Sans Mono', sans-serif;--wp--preset--font-family--nunito: Nunito, sans-serif;--wp--preset--font-family--open-sans: 'Open Sans', sans-serif;--wp--preset--font-family--overpass: Overpass, sans-serif;--wp--preset--font-family--pt-serif: 'PT Serif', serif;--wp--preset--font-family--petrona: Petrona, serif;--wp--preset--font-family--piazzolla: Piazzolla, serif;--wp--preset--font-family--playfair-display: 'Playfair Display', serif;--wp--preset--font-family--plus-jakarta-sans: 'Plus Jakarta Sans', sans-serif;--wp--preset--font-family--poppins: Poppins, sans-serif;--wp--preset--font-family--raleway: Raleway, sans-serif;--wp--preset--font-family--roboto: Roboto, sans-serif;--wp--preset--font-family--roboto-slab: 'Roboto Slab', serif;--wp--preset--font-family--rubik: Rubik, sans-serif;--wp--preset--font-family--rufina: Rufina, serif;--wp--preset--font-family--sora: Sora, sans-serif;--wp--preset--font-family--source-sans-3: 'Source Sans 3', sans-serif;--wp--preset--font-family--source-serif-4: 'Source Serif 4', serif;--wp--preset--font-family--space-mono: 'Space Mono', monospace;--wp--preset--font-family--syne: Syne, sans-serif;--wp--preset--font-family--texturina: Texturina, serif;--wp--preset--font-family--urbanist: Urbanist, sans-serif;--wp--preset--font-family--work-sans: 'Work Sans', sans-serif;--wp--preset--spacing--20: 0.44rem;--wp--preset--spacing--30: 0.67rem;--wp--preset--spacing--40: 1rem;--wp--preset--spacing--50: 1.5rem;--wp--preset--spacing--60: 2.25rem;--wp--preset--spacing--70: 3.38rem;--wp--preset--spacing--80: 5.06rem;--wp--preset--shadow--natural: 6px 6px 9px rgba(0, 0, 0, 0.2);--wp--preset--shadow--deep: 12px 12px 50px rgba(0, 0, 0, 0.4);--wp--preset--shadow--sharp: 6px 6px 0px rgba(0, 0, 0, 0.2);--wp--preset--shadow--outlined: 6px 6px 0px -3px rgba(255, 255, 255, 1), 6px 6px rgba(0, 0, 0, 1);--wp--preset--shadow--crisp: 6px 6px 0px rgba(0, 0, 0, 1);}:where(.is-layout-flex){gap: 0.5em;}:where(.is-layout-grid){gap: 0.5em;}body .is-layout-flex{display: flex;}.is-layout-flex{flex-wrap: wrap;align-items: center;}.is-layout-flex > :is(*, div){margin: 0;}body .is-layout-grid{display: grid;}.is-layout-grid > :is(*, div){margin: 0;}:where(.wp-block-columns.is-layout-flex){gap: 2em;}:where(.wp-block-columns.is-layout-grid){gap: 2em;}:where(.wp-block-post-template.is-layout-flex){gap: 1.25em;}:where(.wp-block-post-template.is-layout-grid){gap: 1.25em;}.has-black-color{color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color: var(--wp--preset--color--white) !important;}.has-pale-pink-color{color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color: var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color: var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color: var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color: var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color: var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background: var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background: var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background: var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background: var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background: var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background: var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background: var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background: var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background: var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background: var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size: var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size: var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size: var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size: var(--wp--preset--font-size--x-large) !important;}.has-albert-sans-font-family{font-family: var(--wp--preset--font-family--albert-sans) !important;}.has-alegreya-font-family{font-family: var(--wp--preset--font-family--alegreya) !important;}.has-arvo-font-family{font-family: var(--wp--preset--font-family--arvo) !important;}.has-bodoni-moda-font-family{font-family: var(--wp--preset--font-family--bodoni-moda) !important;}.has-bricolage-grotesque-font-family{font-family: var(--wp--preset--font-family--bricolage-grotesque) !important;}.has-cabin-font-family{font-family: var(--wp--preset--font-family--cabin) !important;}.has-chivo-font-family{font-family: var(--wp--preset--font-family--chivo) !important;}.has-commissioner-font-family{font-family: var(--wp--preset--font-family--commissioner) !important;}.has-cormorant-font-family{font-family: var(--wp--preset--font-family--cormorant) !important;}.has-courier-prime-font-family{font-family: var(--wp--preset--font-family--courier-prime) !important;}.has-crimson-pro-font-family{font-family: var(--wp--preset--font-family--crimson-pro) !important;}.has-dm-mono-font-family{font-family: var(--wp--preset--font-family--dm-mono) !important;}.has-dm-sans-font-family{font-family: var(--wp--preset--font-family--dm-sans) !important;}.has-dm-serif-display-font-family{font-family: var(--wp--preset--font-family--dm-serif-display) !important;}.has-domine-font-family{font-family: var(--wp--preset--font-family--domine) !important;}.has-eb-garamond-font-family{font-family: var(--wp--preset--font-family--eb-garamond) !important;}.has-epilogue-font-family{font-family: var(--wp--preset--font-family--epilogue) !important;}.has-fahkwang-font-family{font-family: var(--wp--preset--font-family--fahkwang) !important;}.has-figtree-font-family{font-family: var(--wp--preset--font-family--figtree) !important;}.has-fira-sans-font-family{font-family: var(--wp--preset--font-family--fira-sans) !important;}.has-fjalla-one-font-family{font-family: var(--wp--preset--font-family--fjalla-one) !important;}.has-fraunces-font-family{font-family: var(--wp--preset--font-family--fraunces) !important;}.has-gabarito-font-family{font-family: var(--wp--preset--font-family--gabarito) !important;}.has-ibm-plex-mono-font-family{font-family: var(--wp--preset--font-family--ibm-plex-mono) !important;}.has-ibm-plex-sans-font-family{font-family: var(--wp--preset--font-family--ibm-plex-sans) !important;}.has-ibarra-real-nova-font-family{font-family: var(--wp--preset--font-family--ibarra-real-nova) !important;}.has-instrument-serif-font-family{font-family: var(--wp--preset--font-family--instrument-serif) !important;}.has-inter-font-family{font-family: var(--wp--preset--font-family--inter) !important;}.has-josefin-sans-font-family{font-family: var(--wp--preset--font-family--josefin-sans) !important;}.has-jost-font-family{font-family: var(--wp--preset--font-family--jost) !important;}.has-libre-baskerville-font-family{font-family: var(--wp--preset--font-family--libre-baskerville) !important;}.has-libre-franklin-font-family{font-family: var(--wp--preset--font-family--libre-franklin) !important;}.has-literata-font-family{font-family: var(--wp--preset--font-family--literata) !important;}.has-lora-font-family{font-family: var(--wp--preset--font-family--lora) !important;}.has-merriweather-font-family{font-family: var(--wp--preset--font-family--merriweather) !important;}.has-montserrat-font-family{font-family: var(--wp--preset--font-family--montserrat) !important;}.has-newsreader-font-family{font-family: var(--wp--preset--font-family--newsreader) !important;}.has-noto-sans-mono-font-family{font-family: var(--wp--preset--font-family--noto-sans-mono) !important;}.has-nunito-font-family{font-family: var(--wp--preset--font-family--nunito) !important;}.has-open-sans-font-family{font-family: var(--wp--preset--font-family--open-sans) !important;}.has-overpass-font-family{font-family: var(--wp--preset--font-family--overpass) !important;}.has-pt-serif-font-family{font-family: var(--wp--preset--font-family--pt-serif) !important;}.has-petrona-font-family{font-family: var(--wp--preset--font-family--petrona) !important;}.has-piazzolla-font-family{font-family: var(--wp--preset--font-family--piazzolla) !important;}.has-playfair-display-font-family{font-family: var(--wp--preset--font-family--playfair-display) !important;}.has-plus-jakarta-sans-font-family{font-family: var(--wp--preset--font-family--plus-jakarta-sans) !important;}.has-poppins-font-family{font-family: var(--wp--preset--font-family--poppins) !important;}.has-raleway-font-family{font-family: var(--wp--preset--font-family--raleway) !important;}.has-roboto-font-family{font-family: var(--wp--preset--font-family--roboto) !important;}.has-roboto-slab-font-family{font-family: var(--wp--preset--font-family--roboto-slab) !important;}.has-rubik-font-family{font-family: var(--wp--preset--font-family--rubik) !important;}.has-rufina-font-family{font-family: var(--wp--preset--font-family--rufina) !important;}.has-sora-font-family{font-family: var(--wp--preset--font-family--sora) !important;}.has-source-sans-3-font-family{font-family: var(--wp--preset--font-family--source-sans-3) !important;}.has-source-serif-4-font-family{font-family: var(--wp--preset--font-family--source-serif-4) !important;}.has-space-mono-font-family{font-family: var(--wp--preset--font-family--space-mono) !important;}.has-syne-font-family{font-family: var(--wp--preset--font-family--syne) !important;}.has-texturina-font-family{font-family: var(--wp--preset--font-family--texturina) !important;}.has-urbanist-font-family{font-family: var(--wp--preset--font-family--urbanist) !important;}.has-work-sans-font-family{font-family: var(--wp--preset--font-family--work-sans) !important;} :where(.wp-block-columns.is-layout-flex){gap: 2em;}:where(.wp-block-columns.is-layout-grid){gap: 2em;} :root :where(.wp-block-pullquote){font-size: 1.5em;line-height: 1.6;} :where(.wp-block-post-template.is-layout-flex){gap: 1.25em;}:where(.wp-block-post-template.is-layout-grid){gap: 1.25em;} </style> <link rel='stylesheet' id='searchandfilter-css' href='https://cobalt.net/wp-content/plugins/search-filter/style.css?ver=1' type='text/css' media='all' /> <link rel='stylesheet' id='ce_responsive-css' href='https://cobalt.net/wp-content/plugins/simple-embed-code/css/video-container.min.css?ver=2.5.1' type='text/css' media='all' /> <link rel='stylesheet' id='lazyload-video-css-css' href='https://cobalt.net/wp-content/plugins/lazy-load-for-videos/public/css/lazyload-shared.css?ver=2.18.3' type='text/css' media='all' /> <style id='lazyload-video-css-inline-css' type='text/css'> .entry-content a.lazy-load-youtube, a.lazy-load-youtube, .lazy-load-vimeo{ background-size: cover; }.titletext.youtube { display: none; }.lazy-load-div:before { content: "\25B6"; text-shadow: 0px 0px 60px rgba(0,0,0,0.8); } </style> <link rel='stylesheet' id='fontawesome-css' href='https://cobalt.net/wp-content/themes/cobalt/css/fontawesome.css?ver=2.0.6' type='text/css' media='all' /> <link rel='stylesheet' id='default-styles-css' href='https://cobalt.net/wp-content/themes/cobalt/style.css?ver=2.0.6' type='text/css' media='all' /> <link rel='stylesheet' id='wpdreams-asl-basic-css' href='https://cobalt.net/wp-content/plugins/ajax-search-lite/css/style.basic.css?ver=4.12.4' type='text/css' media='all' /> <link rel='stylesheet' id='wpdreams-asl-instance-css' href='https://cobalt.net/wp-content/plugins/ajax-search-lite/css/style-simple-red.css?ver=4.12.4' type='text/css' media='all' /> <style id='akismet-widget-style-inline-css' type='text/css'> .a-stats { --akismet-color-mid-green: #357b49; --akismet-color-white: #fff; --akismet-color-light-grey: #f6f7f7; max-width: 350px; width: auto; } .a-stats * { all: unset; box-sizing: border-box; } .a-stats strong { font-weight: 600; } .a-stats a.a-stats__link, .a-stats a.a-stats__link:visited, .a-stats a.a-stats__link:active { background: var(--akismet-color-mid-green); border: none; box-shadow: none; border-radius: 8px; color: var(--akismet-color-white); cursor: pointer; display: block; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', 'Roboto', 'Oxygen-Sans', 'Ubuntu', 'Cantarell', 'Helvetica Neue', sans-serif; font-weight: 500; padding: 12px; text-align: center; text-decoration: none; transition: all 0.2s ease; } /* Extra specificity to deal with TwentyTwentyOne focus style */ .widget .a-stats a.a-stats__link:focus { background: var(--akismet-color-mid-green); color: var(--akismet-color-white); text-decoration: none; } .a-stats a.a-stats__link:hover { filter: brightness(110%); box-shadow: 0 4px 12px rgba(0, 0, 0, 0.06), 0 0 2px rgba(0, 0, 0, 0.16); } .a-stats .count { color: var(--akismet-color-white); display: block; font-size: 1.5em; line-height: 1.4; padding: 0 13px; white-space: nowrap; } </style> <style id='teccc-nofile-stylesheet-inline-css' type='text/css'> .teccc-legend a, .tribe-events-calendar a, #tribe-events-content .tribe-events-tooltip h4 { font-weight: ; } .tribe-events-list .vevent.hentry h2 { padding-left: 5px; } @media only screen and (max-width: 768px) { .tribe-events-calendar td .hentry, .tribe-events-calendar td .type-tribe_events { display: block; } h3.entry-title.summary, h3.tribe-events-month-event-title, .tribe-events-calendar .tribe-events-has-events:after { display: none; } .tribe-events-calendar .mobile-trigger .tribe-events-tooltip { display: none !important; } } .tribe-grid-body div[id*="tribe-events-event-"][class*="tribe-events-category-"].tribe-events-week-hourly-single { border-right: 1px solid #000; } .tribe-events .tribe-events-calendar-month__multiday-event-bar, .tribe-events .tribe-events-calendar-month__multiday-event-bar-inner, .tribe-events-calendar-month__multiday-event-wrapper { background-color: #F7F6F6; } .tribe-events-pro .tribe-events-pro-week-grid__multiday-event-bar, .tribe-events-pro .tribe-events-pro-week-grid__multiday-event-wrapper { background-color: #F7F6F6 !important; } .tribe-events-calendar-month__multiday-event-wrapper.tribe-events-calendar-month__multiday-event--empty { background-color: transparent !important; } .tribe-events-pro-week-grid__multiday-event-wrapper.tribe-events-pro-week-grid__multiday-event--empty { background-color: transparent !important; } .tribe-common--breakpoint-medium.tribe-events .tribe-events-calendar-list__event-datetime-featured-text, .tribe-events-calendar-month-mobile-events__mobile-event-datetime-featured-text, .tribe-events-calendar-day__event-datetime-featured-text, .tribe-common-c-svgicon--featured { color: !important; } .tribe-events-calendar-list__event-date-tag-datetime:after, .tribe-events-widget-events-list__event-date-tag-datetime:after, .tribe-events .tribe-events-calendar-day__event--featured:after, .tribe-events .tribe-events-calendar-month__calendar-event--featured:before { background-color: !important; } .tribe-events-pro .tribe-events-pro-photo__event-datetime-featured-text, .tribe-events-pro .tribe-events-pro-map__event-datetime-featured-text { color: !important; } .tribe-events-pro .tribe-events-pro-week-grid__event--featured .tribe-events-pro-week-grid__event-link-inner:before { background-color: !important; } /* End The Events Calendar: Category Colors CSS */ </style> <style id='jetpack-global-styles-frontend-style-inline-css' type='text/css'> :root { --font-headings: unset; --font-base: unset; --font-headings-default: -apple-system,BlinkMacSystemFont,"Segoe UI",Roboto,Oxygen-Sans,Ubuntu,Cantarell,"Helvetica Neue",sans-serif; --font-base-default: -apple-system,BlinkMacSystemFont,"Segoe UI",Roboto,Oxygen-Sans,Ubuntu,Cantarell,"Helvetica Neue",sans-serif;} </style> <script type="text/javascript" id="ugb-block-frontend-js-v2-js-extra"> /* <![CDATA[ */ var stackable = {"restUrl":"https:\/\/cobalt.net\/wp-json\/"}; /* ]]> */ </script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/stackable-ultimate-gutenberg-blocks-premium/dist/deprecated/frontend_blocks_deprecated_v2.js?ver=3.13.11" id="ugb-block-frontend-js-v2-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/stackable-ultimate-gutenberg-blocks-premium/dist/deprecated/frontend_blocks_deprecated_v2__premium_only.js?ver=3.13.11" id="ugb-block-frontend-js-premium-v2-js"></script> <script type="text/javascript" id="jetpack-mu-wpcom-settings-js-before"> /* <![CDATA[ */ var JETPACK_MU_WPCOM_SETTINGS = {"assetsUrl":"https:\/\/cobalt.net\/wp-content\/mu-plugins\/wpcomsh\/jetpack_vendor\/automattic\/jetpack-mu-wpcom\/src\/build\/"}; /* ]]> */ </script> <script type="text/javascript" src="https://cobalt.net/wp-includes/js/jquery/jquery.min.js?ver=3.7.1" id="jquery-core-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-includes/js/jquery/jquery-migrate.min.js?ver=3.4.1" id="jquery-migrate-js"></script> <!-- Google tag (gtag.js) snippet added by Site Kit --> <!-- Google Analytics snippet added by Site Kit --> <script type="text/javascript" src="https://www.googletagmanager.com/gtag/js?id=G-57JQK25R0N" id="google_gtagjs-js" async></script> <script type="text/javascript" id="google_gtagjs-js-after"> /* <![CDATA[ */ window.dataLayer = window.dataLayer || [];function gtag(){dataLayer.push(arguments);} gtag("set","linker",{"domains":["cobalt.net"]}); gtag("js", new Date()); gtag("set", "developer_id.dZTNiMT", true); gtag("config", "G-57JQK25R0N"); window._googlesitekit = window._googlesitekit || {}; window._googlesitekit.throttledEvents = []; window._googlesitekit.gtagEvent = (name, data) => { var key = JSON.stringify( { name, data } ); if ( !! window._googlesitekit.throttledEvents[ key ] ) { return; } window._googlesitekit.throttledEvents[ key ] = true; setTimeout( () => { delete window._googlesitekit.throttledEvents[ key ]; }, 5 ); gtag( "event", name, { ...data, event_source: "site-kit" } ); } /* ]]> */ </script> <!-- End Google tag (gtag.js) snippet added by Site Kit --> <link rel="https://api.w.org/" href="https://cobalt.net/wp-json/" /><link rel="alternate" title="JSON" type="application/json" href="https://cobalt.net/wp-json/wp/v2/pages/457" /><link rel="EditURI" type="application/rsd+xml" title="RSD" href="https://cobalt.net/xmlrpc.php?rsd" /> <link rel='shortlink' href='https://wp.me/PgbYKe-7n' /> <link rel="alternate" title="oEmbed (JSON)" type="application/json+oembed" href="https://cobalt.net/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fcobalt.net%2Fresources%2F" /> <link rel="alternate" title="oEmbed (XML)" type="text/xml+oembed" href="https://cobalt.net/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fcobalt.net%2Fresources%2F&format=xml" /> <meta name="generator" content="Site Kit by Google 1.144.0" /> <script type="text/javascript"> (function(c,l,a,r,i,t,y){ c[a]=c[a]||function(){(c[a].q=c[a].q||[]).push(arguments)};t=l.createElement(r);t.async=1; t.src="https://www.clarity.ms/tag/"+i+"?ref=wordpress";y=l.getElementsByTagName(r)[0];y.parentNode.insertBefore(t,y); })(window, document, "clarity", "script", "nnccbppgie"); </script> <meta name="tec-api-version" content="v1"><meta name="tec-api-origin" content="https://cobalt.net"><link rel="alternate" href="https://cobalt.net/wp-json/tribe/events/v1/" /> <style>img#wpstats{display:none}</style> <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin /> <link rel="preload" as="style" href="//fonts.googleapis.com/css?family=Open+Sans&display=swap" /> <link rel="stylesheet" href="//fonts.googleapis.com/css?family=Open+Sans&display=swap" media="all" /> <style> div[id*='ajaxsearchlitesettings'].searchsettings .asl_option_inner label { font-size: 0px !important; color: rgba(0, 0, 0, 0); } div[id*='ajaxsearchlitesettings'].searchsettings .asl_option_inner label:after { font-size: 11px !important; position: absolute; top: 0; left: 0; z-index: 1; } .asl_w_container { width: 100%; margin: 0px 0px 0px 0px; min-width: 200px; } div[id*='ajaxsearchlite'].asl_m { width: 100%; } div[id*='ajaxsearchliteres'].wpdreams_asl_results div.resdrg span.highlighted { font-weight: bold; color: #d9312b; background-color: #eee; } div[id*='ajaxsearchliteres'].wpdreams_asl_results .results img.asl_image { width: 70px; height: 70px; object-fit: cover; } div.asl_r .results { max-height: none; } div.asl_r.asl_w.vertical .results .item::after { display: block; position: absolute; bottom: 0; content: ''; height: 1px; width: 100%; background: #D8D8D8; } div.asl_r.asl_w.vertical .results .item.asl_last_item::after { display: none; } </style> <link rel="icon" href="https://cobalt.net/wp-content/uploads/2017/09/cropped-Cobalt-Icon-88x88.png" sizes="32x32" /> <link rel="icon" href="https://cobalt.net/wp-content/uploads/2017/09/cropped-Cobalt-Icon-300x300.png" sizes="192x192" /> <link rel="apple-touch-icon" href="https://cobalt.net/wp-content/uploads/2017/09/cropped-Cobalt-Icon-300x300.png" /> <meta name="msapplication-TileImage" content="https://cobalt.net/wp-content/uploads/2017/09/cropped-Cobalt-Icon-300x300.png" /> <style type="text/css" id="wp-custom-css">/* Remove author information on a specific page */ .postid-13503 .banner-meta-category { display: none; } /* Remove the dot before the date */ .postid-13503 .banner-meta { width: 200%; } /* Remove author information on a specific page */ .postid-13503 ::before { display: none; }</style> </head> <body class="page-template-default page page-id-457 page-parent wp-embed-responsive tribe-no-js"> <noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-PQGKRK8" height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript> <header class="site-header"> <div class="site-header-container container"> <a href="https://cobalt.net/" title="Go to Home Page" class="header-logo"> <img src="/wp-content/uploads/2023/04/Cobalt-Logo-NoTagline.png" alt="Cobalt Logo"> </a> <a id="skipToMain" href="#main" rel="nofollow" class="sr-only sr-only-focusable">Skip to main content</a> <button class="header-main-navigation-toggle"> <i class="fas fa-bars"></i> </button> <a href="https://cobalt.net/contact-us/" class="header-contact"> <i class="fas fa-comment-alt"></i> Contact </a> <div class="header-main-navigation"> <ul id="menu-main-menu" class=""><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7184"><a href="https://cobalt.net/association-management-software/">Association Software</a><ul class="submenu"><div class="column"><ul class="submenu"><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4009"><a href="https://cobalt.net/solutions/membership/">Membership</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4004"><a href="https://cobalt.net/solutions/events/">Events</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4003"><a href="https://cobalt.net/solutions/engagement-tracking/">Engagement</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4002"><a href="https://cobalt.net/solutions/ecommerce/">eCommerce</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4006"><a href="https://cobalt.net/solutions/subscriptions/">Subscriptions</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4010"><a href="https://cobalt.net/solutions/portals/">Portals</a></li></ul></div></ul></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7185"><a href="https://cobalt.net/certification-management-software/">Certification Software</a></li><li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-7173"><a>The Microsoft Cloud</a><ul class="submenu"><div class="column"><ul class="submenu"><li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-4012"><a href="https://cobalt.net/dynamics-365-products-services/">Microsoft Dynamics 365</a></li><li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-4018"><a href="https://cobalt.net/microsoft-power-platform/">Microsoft Power Platform</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9005"><a href="https://cobalt.net/dynamics-365-for-sales/">Dynamics 365 for Sales</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-9006"><a href="https://cobalt.net/dynamics-365-customer-insights/">Dynamics 365 Customer Insights</a></li></ul></div></ul></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-4025"><a href="https://cobalt.net/cobalt-edge/">Resources</a><ul class="submenu"><div class="column"><ul class="submenu"><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-246"><a href="https://cobalt.net/blog/">Blog</a></li><li class="menu-item menu-item-type-post_type menu-item-object-post menu-item-15263"><a href="https://cobalt.net/association-management-software-guide/">AMS Buying Guide</a></li></ul></div><div class="column"><ul class="submenu"><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7170"><a href="https://cobalt.net/cobalt-edge/">Customer First Approach</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4023"><a href="https://cobalt.net/cobalt-edge/case-studies/">Customer Case Studies</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4026"><a href="https://cobalt.net/cobalt-edge/customer-support/">Customer Support</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7172"><a href="https://cobalt.net/cobalt-edge/partners/">Partnerships</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4028"><a href="https://cobalt.net/cobalt-edge/contracts/">Transparent Contracts</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4022"><a href="https://cobalt.net/careers/">Careers & Culture</a></li><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7171"><a href="https://cobalt.net/careers/open-positions/">Current Job Openings</a></li></ul></div></ul></li></ul> <button class="header-search-toggle"> <i class="far fa-search"></i> </button> </div> <form class="header-search" method="get" action="https://cobalt.net/"> <div class="container"> <a href="#!" class="header-search-close"> <i class="far fa-times"></i> </a> <div class="row justify-content-center"> <div class="col-md-8 d-flex"> <div class="header-search-group"> <input class="header-search-field" type="text" name="s" id="s" /> <label class="header-search-label" for="s">Search For</label> <div class="header-search-border"></div> </div> <button role="submit" class="header-search-submit"> <span class="sr-only">Search</span> <span class="far fa-arrow-right"></span> </button> </div> </div> </div> </form> </div> </header> <main id="main" aria-roledescription="main" role="main" class="container-fluid"> <section class="row banner banner-extended banner-blue-overlay"> <div class="banner-image" style="background-image: url('https://cobalt.net/wp-content/uploads/2019/10/careers-culture.jpg');"></div> <div class="container"> <div class="banner-content"> <h1 class="banner-title">Resources</h1> <div class="banner-description"> <p>Explore hands-on solutions for workflow and process issues, best practices, our video library, and other material Cobalt developed to help you get more from your CRM and ultimately improve your customers’ experience.</p> </div> </div> </div> </div> <div class="row banner-border"> <span></span> <span></span> <span></span> </div> </section> <div class="container"> <article class="page-content"> <h2 class="wp-block-heading is-style-alt has-primary-color has-text-color" id="h-when-questions-and-roadblocks-come-up-cobalt-can-help">When Questions and Roadblocks Come Up, Cobalt Can Help</h2> <p>You and your team manage complex processes with some of the most sophisticated software ever developed. Even the top experts have a lot to learn! The CRM world has changed dramatically since Cobalt began focusing on this industry in 2003, and today it is the fastest-growing software sector. More change is coming quickly.<br></p> <p>Since staying on top of best practices is always tricky and there are endless issues and problems you’ll run into with your workflows, Cobalt is committed to producing new, helpful resources for our partners and prospective customers. Tutorial videos, free applications that bridge the gap for key Dynamics 365 issues, topical webinars to keep you informed, a Definitive Guide to Choosing a New AMS/CRM for Your Association — you’ll find links to all of these and more below. </p> <p>Do you have an issue or topic you’d like to see us tackle? <a rel="noreferrer noopener" aria-label=" (opens in a new tab)" href="https://cobalt.net/contact-us/" target="_blank">Let us know</a>.</p> <div style="height:20px" aria-hidden="true" class="wp-block-spacer"></div> <section class="row wp-block-feature-cards alignfull " id="feature-cards-block_5dc73987177b7"> <div class="container"> <div class="row"> <h2 class="wp-block-feature-cards-title">Resource Library <span class="wp-block-feature-cards-title-subtitle"></span> </h2> </div> <div class="row justify-content-center"> <div class="col-md-6 col-lg-4 feature-card"> <a href="https://cobalt.net/association-management-software-guide/" target="" class="feature-card-link"> <div class="feature-card-bottom"> <h3 class="feature-card-title">AMS Buying Guide</h3> <p><span style="font-weight: 400;">Cobalt has walked hundreds of prospective clients through AMS/CRM selection process and implementation. We’ve captured our best practices and insider advice for making sure you find the vendor and system that fit your organization’s needs in one practical, downloadable guide.</span></p> <span class="feature-card-more">Read More</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="/release-notes/" target="" class="feature-card-link"> <div class="feature-card-bottom"> <h3 class="feature-card-title">Release Notes</h3> <p><span style="font-weight: 400;">Get our product overview and our latest release details and access to archived copies of our past releases. </span></p> <span class="feature-card-more">Read More</span> </div> </a> </div> <div class="col-md-6 col-lg-4 feature-card"> <a href="/resources/webinars-videos/" target="" class="feature-card-link"> <div class="feature-card-bottom"> <h3 class="feature-card-title">Webinars & Videos</h3> <p><span style="font-weight: 400;">View how-to tutorials for Dynamics 365 and Cobalt solutions, product overview videos, archived webinars on relevant industry topics, and more in our video library.</span></p> <span class="feature-card-more">Watch Now</span> </div> </a> </div> </div> </div> </section> <aside class="row footer-cta alignfull " id="cta-block_5dc73aad177be"> <div class="footer-cta-background" style="background-image: url('https://cobalt.net/wp-content/uploads/2019/10/portals-banner.jpg')"></div> <div class="container"> <div class="row"> <div class="col"> <div class="footer-cta-card"> <div class="footer-cta-card-content"> <h2 class="footer-cta-card-title">Don’t miss the latest resources!</h2><p class="footer-cta-card-subtitle">Sign up now for our LinkedIn newsletter and Cobalt will deliver news, articles, webinars, and more as we develop new material.</p><a href="https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7158839392751525889" class="footer-cta-card-link">Get More from Your Association Management System | AMS + LinkedIn Newsletter</a> </div> </div> </div> </div> </div> </aside> </article> </div> </main> <footer id="footer"> <div class="footer-top"> <div class="container"> <div class="row"> <div class="col-lg-10 footer-menu"><ul id="menu-footer-menu" class="menu"><li id="menu-item-3909" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-3909"><a href="https://cobalt.net/industry-solutions/!">Engagement Dynamics</a> <ul class="sub-menu"> <li id="menu-item-4042" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4042"><a href="https://cobalt.net/solutions/engagement-tracking/">Engagement Tracking</a></li> <li id="menu-item-4041" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4041"><a href="https://cobalt.net/solutions/ecommerce/">eCommerce</a></li> <li id="menu-item-4047" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4047"><a href="https://cobalt.net/solutions/membership/">Membership</a></li> <li id="menu-item-4045" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4045"><a href="https://cobalt.net/solutions/certification/">Certification</a></li> <li id="menu-item-4046" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4046"><a href="https://cobalt.net/solutions/events/">Events</a></li> <li id="menu-item-4044" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4044"><a href="https://cobalt.net/solutions/subscriptions/">Subscriptions</a></li> <li id="menu-item-4043" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4043"><a href="https://cobalt.net/solutions/portals/">Portals</a></li> </ul> </li> <li id="menu-item-7248" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-7248"><a href="https://cobalt.net/dynamics-365-products-services/">Dynamics 365</a> <ul class="sub-menu"> <li id="menu-item-7253" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7253"><a href="https://cobalt.net/cloud-migration-services/">Cloud Migrations</a></li> <li id="menu-item-7251" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7251"><a href="https://cobalt.net/dynamics-365-implementation-packages/">Implementations</a></li> <li id="menu-item-7252" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7252"><a href="https://cobalt.net/dynamics-365-managed-support-services/">Support & Managed Services</a></li> <li id="menu-item-7250" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7250"><a href="https://cobalt.net/project-rescues/">Project Rescues</a></li> <li id="menu-item-7249" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7249"><a href="https://cobalt.net/dynamics-365-pricing-optimization/">Licensing</a></li> </ul> </li> <li id="menu-item-3922" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-3922"><a href="#!">Industries</a> <ul class="sub-menu"> <li id="menu-item-7244" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7244"><a href="https://cobalt.net/association-management-software/">Association</a></li> <li id="menu-item-7245" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7245"><a href="https://cobalt.net/certification-management-software/">Certification</a></li> <li id="menu-item-7247" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7247"><a href="https://cobalt.net/accreditation-management-software/">Accreditation</a></li> <li id="menu-item-7246" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7246"><a href="https://cobalt.net/microsoft-dynamics-365-for-small-business-success/">Small Business</a></li> </ul> </li> <li id="menu-item-3926" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-3926"><a href="#!">About</a> <ul class="sub-menu"> <li id="menu-item-7239" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7239"><a href="https://cobalt.net/cobalt-edge/">Customer First Approach</a></li> <li id="menu-item-4055" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4055"><a href="https://cobalt.net/careers/">Careers & Culture</a></li> <li id="menu-item-7240" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7240"><a href="https://cobalt.net/careers/open-positions/">Current Job Openings</a></li> <li id="menu-item-7241" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7241"><a href="https://cobalt.net/cobalt-edge/contracts/">Transparent Contracts</a></li> <li id="menu-item-7242" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7242"><a href="https://cobalt.net/cobalt-edge/customer-support/">Customer Support</a></li> <li id="menu-item-7243" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-7243"><a href="https://cobalt.net/cobalt-edge/case-studies/">Case Studies</a></li> <li id="menu-item-3930" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-3930"><a href="#!">Resources</a></li> </ul> </li> </ul></div> <div class="col-lg-2 footer-contact"> <p class="footer-contact-title">Contact</p> <p class="footer-contact-links"> <a href="tel:18884262258">1-888-4-COBALT</a> <a href="mailto:sales@cobalt.net">sales@cobalt.net</a> </p> <ul class="footer-contact-social"> <li> <a href="https://www.facebook.com/cobaltcompany" target="_blank"><i class="fab fa-facebook"></i><span class="sr-only">facebook</span></a> </li> <li> <a href="https://www.youtube.com/cobaltnet" target="_blank"><i class="fab fa-youtube"></i><span class="sr-only">Youtube</span></a> </li> <li> <a href="https://twitter.com/thecobaltco" target="_blank"><i class="fab fa-twitter"></i><span class="sr-only">Twitter</span></a> </li> <li> <a href="https://www.linkedin.com/company/the-cobalt-company" target="_blank"><i class="fab fa-linkedin"></i><span class="sr-only">LinkedIn</span></a> </li> <li> <a href="https://instagram.com/inside_cobalt" target="_blank"><i class="fab fa-instagram"></i><span class="sr-only">Instagram</span></a> </li> </ul> </div> </div> </div> </div> <div class="footer-bottom"> <div class="container"> <div class="row justify-content-space-between"> <div class="col-lg-4 footer-bottom-logo"> <a href="https://cobalt.net/" title="Go to Home Page"> <img src="https://cobalt.net/wp-content/themes/cobalt/images/logo-footer.svg" alt="Cobalt Logo"> </a> </div> <div class="col-lg-8 footer-bottom-legal-menu"> <ul> <li id="menu-item-4541" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4541"><a href="https://cobalt.net/client-portal/">Client Portal</a></li> <li id="menu-item-4540" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-4540"><a href="https://cobalt.net/web-site-terms-conditions-use/">Privacy Policy</a></li> <li>©2025 Cobalt</li> <li class="northstarmarketing"><a href="https://www.northstarmarketing.com" target="_blank" title="Website Developed by North Star Marketing"><img src="https://cobalt.net/wp-content/themes/cobalt/images/northstarmarketing-logo.png" alt="Website Developed by North Star Marketing" title="Website Developed by North Star Marketing" /></a> </ul> </div> </div> </div> </div> </footer> <!-- --> <script defer id="bilmur" data-customproperties="{"woo_active":"0"}" data-provider="wordpress.com" data-service="atomic" src="https://s0.wp.com/wp-content/js/bilmur.min.js?m=202509" data-site-tz="America/New_York"></script> <script> ( function ( body ) { 'use strict'; body.className = body.className.replace( /\btribe-no-js\b/, 'tribe-js' ); } )( document.body ); </script> <script> /* <![CDATA[ */var tribe_l10n_datatables = {"aria":{"sort_ascending":": activate to sort column ascending","sort_descending":": activate to sort column descending"},"length_menu":"Show _MENU_ entries","empty_table":"No data available in table","info":"Showing _START_ to _END_ of _TOTAL_ entries","info_empty":"Showing 0 to 0 of 0 entries","info_filtered":"(filtered from _MAX_ total entries)","zero_records":"No matching records found","search":"Search:","all_selected_text":"All items on this page were selected. ","select_all_link":"Select all pages","clear_selection":"Clear Selection.","pagination":{"all":"All","next":"Next","previous":"Previous"},"select":{"rows":{"0":"","_":": Selected %d rows","1":": Selected 1 row"}},"datepicker":{"dayNames":["Sunday","Monday","Tuesday","Wednesday","Thursday","Friday","Saturday"],"dayNamesShort":["Sun","Mon","Tue","Wed","Thu","Fri","Sat"],"dayNamesMin":["S","M","T","W","T","F","S"],"monthNames":["January","February","March","April","May","June","July","August","September","October","November","December"],"monthNamesShort":["January","February","March","April","May","June","July","August","September","October","November","December"],"monthNamesMin":["Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec"],"nextText":"Next","prevText":"Prev","currentText":"Today","closeText":"Done","today":"Today","clear":"Clear"}};/* ]]> */ </script><link rel='stylesheet' id='block-acf-feature-cards-css' href='https://cobalt.net/wp-content/themes/cobalt/css/blocks/feature-cards/feature-cards.css?ver=6.7.2' type='text/css' media='all' /> <link rel='stylesheet' id='block-acf-footer-cta-css' href='https://cobalt.net/wp-content/themes/cobalt/css/blocks/footer-cta/footer-cta.css?ver=6.7.2' type='text/css' media='all' /> <script type="text/javascript" id="custom-content-types-data-js-before"> /* <![CDATA[ */ var CUSTOM_CONTENT_TYPE__INITIAL_STATE; typeof CUSTOM_CONTENT_TYPE__INITIAL_STATE === "object" || (CUSTOM_CONTENT_TYPE__INITIAL_STATE = JSON.parse(decodeURIComponent("%7B%22active%22%3Atrue%2C%22over_ride%22%3Afalse%2C%22should_show_testimonials%22%3Atrue%2C%22should_show_portfolios%22%3Atrue%7D"))); /* ]]> */ </script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/lazy-load-for-videos/public/js/lazyload-shared.js?ver=2.18.3" id="lazyload-video-js-js"></script> <script type="text/javascript" id="lazyload-youtube-js-js-before"> /* <![CDATA[ */ window.llvConfig=window.llvConfig||{};window.llvConfig.youtube={"colour":"red","buttonstyle":"default","controls":true,"loadpolicy":true,"thumbnailquality":"maxresdefault","preroll":"","postroll":"","overlaytext":"","loadthumbnail":true,"cookies":false,"callback":"<!--YOUTUBE_CALLBACK-->"}; /* ]]> */ </script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/lazy-load-for-videos/public/js/lazyload-youtube.js?ver=2.18.3" id="lazyload-youtube-js-js"></script> <script type="text/javascript" id="lazyload-vimeo-js-js-before"> /* <![CDATA[ */ window.llvConfig=window.llvConfig||{};window.llvConfig.vimeo={"buttonstyle":"default","playercolour":"#00adef","preroll":"","postroll":"","show_title":false,"overlaytext":"","loadthumbnail":true,"thumbnailquality":"max","cookies":false,"callback":"<!--VIMEO_CALLBACK-->"}; /* ]]> */ </script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/lazy-load-for-videos/public/js/lazyload-vimeo.js?ver=2.18.3" id="lazyload-vimeo-js-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-content/themes/cobalt/js/all.js?ver=2.0.6" id="functions-js"></script> <script type="text/javascript" id="wd-asl-ajaxsearchlite-js-before"> /* <![CDATA[ */ window.ASL = typeof window.ASL !== 'undefined' ? window.ASL : {}; window.ASL.wp_rocket_exception = "DOMContentLoaded"; window.ASL.ajaxurl = "https:\/\/cobalt.net\/wp-admin\/admin-ajax.php"; window.ASL.backend_ajaxurl = "https:\/\/cobalt.net\/wp-admin\/admin-ajax.php"; window.ASL.js_scope = "jQuery"; window.ASL.asl_url = "https:\/\/cobalt.net\/wp-content\/plugins\/ajax-search-lite\/"; window.ASL.detect_ajax = 1; window.ASL.media_query = 4766; window.ASL.version = 4766; window.ASL.pageHTML = ""; window.ASL.additional_scripts = [{"handle":"wd-asl-ajaxsearchlite","src":"https:\/\/cobalt.net\/wp-content\/plugins\/ajax-search-lite\/js\/min\/plugin\/optimized\/asl-prereq.js","prereq":[]},{"handle":"wd-asl-ajaxsearchlite-core","src":"https:\/\/cobalt.net\/wp-content\/plugins\/ajax-search-lite\/js\/min\/plugin\/optimized\/asl-core.js","prereq":[]},{"handle":"wd-asl-ajaxsearchlite-vertical","src":"https:\/\/cobalt.net\/wp-content\/plugins\/ajax-search-lite\/js\/min\/plugin\/optimized\/asl-results-vertical.js","prereq":["wd-asl-ajaxsearchlite"]},{"handle":"wd-asl-ajaxsearchlite-autocomplete","src":"https:\/\/cobalt.net\/wp-content\/plugins\/ajax-search-lite\/js\/min\/plugin\/optimized\/asl-autocomplete.js","prereq":["wd-asl-ajaxsearchlite"]},{"handle":"wd-asl-ajaxsearchlite-load","src":"https:\/\/cobalt.net\/wp-content\/plugins\/ajax-search-lite\/js\/min\/plugin\/optimized\/asl-load.js","prereq":["wd-asl-ajaxsearchlite-autocomplete"]}]; window.ASL.script_async_load = false; window.ASL.init_only_in_viewport = true; window.ASL.font_url = "https:\/\/cobalt.net\/wp-content\/plugins\/ajax-search-lite\/css\/fonts\/icons2.woff2"; window.ASL.css_async = false; window.ASL.highlight = {"enabled":false,"data":[]}; window.ASL.analytics = {"method":0,"tracking_id":"","string":"?ajax_search={asl_term}","event":{"focus":{"active":1,"action":"focus","category":"ASL","label":"Input focus","value":"1"},"search_start":{"active":0,"action":"search_start","category":"ASL","label":"Phrase: {phrase}","value":"1"},"search_end":{"active":1,"action":"search_end","category":"ASL","label":"{phrase} | {results_count}","value":"1"},"magnifier":{"active":1,"action":"magnifier","category":"ASL","label":"Magnifier clicked","value":"1"},"return":{"active":1,"action":"return","category":"ASL","label":"Return button pressed","value":"1"},"facet_change":{"active":0,"action":"facet_change","category":"ASL","label":"{option_label} | {option_value}","value":"1"},"result_click":{"active":1,"action":"result_click","category":"ASL","label":"{result_title} | {result_url}","value":"1"}}}; /* ]]> */ </script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/ajax-search-lite/js/min/plugin/optimized/asl-prereq.js?ver=4766" id="wd-asl-ajaxsearchlite-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/ajax-search-lite/js/min/plugin/optimized/asl-core.js?ver=4766" id="wd-asl-ajaxsearchlite-core-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/ajax-search-lite/js/min/plugin/optimized/asl-results-vertical.js?ver=4766" id="wd-asl-ajaxsearchlite-vertical-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/ajax-search-lite/js/min/plugin/optimized/asl-autocomplete.js?ver=4766" id="wd-asl-ajaxsearchlite-autocomplete-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/ajax-search-lite/js/min/plugin/optimized/asl-load.js?ver=4766" id="wd-asl-ajaxsearchlite-load-js"></script> <script type="text/javascript" src="https://cobalt.net/wp-content/plugins/ajax-search-lite/js/min/plugin/optimized/asl-wrapper.js?ver=4766" id="wd-asl-ajaxsearchlite-wrapper-js"></script> <script type="text/javascript" src="https://stats.wp.com/e-202509.js" id="jetpack-stats-js" data-wp-strategy="defer"></script> <script type="text/javascript" id="jetpack-stats-js-after"> /* <![CDATA[ */ _stq = window._stq || []; _stq.push([ "view", JSON.parse("{\"v\":\"ext\",\"blog\":\"239276490\",\"post\":\"457\",\"tz\":\"-5\",\"srv\":\"cobalt.net\",\"hp\":\"atomic\",\"ac\":\"2\",\"amp\":\"0\",\"j\":\"1:14.4-a.7\"}") ]); _stq.push([ "clickTrackerInit", "239276490", "457" ]); /* ]]> */ </script> <div id="dw_Z7lxtAehAeL-jr3z2FkDBIIKzA0_CVYg39APaHNDI"></div><script src="https://mktdplp102cdn.azureedge.net/public/latest/js/ws-tracking.js?v=1.76.2003.0"></script><div class="d365-mkt-config" style="display:none" data-website-id="w_Z7lxtAehAeL-jr3z2FkDBIIKzA0_CVYg39APaHNDI" data-hostname="c82a8d5a7cec4265939c031c18b33afd.svc.dynamics.com"></div> <noscript> <img src="https://ws.zoominfo.com/pixel/04XwptJxp3fG9JadFPjw" width="1" height="1" style="display: none;" /> </noscript> </body> </html>