How to Assign People to Staff for Follow-Up
Connection Card Pro makes it easy to assign Staff and Admin Users to individuals needing follow-up. Knowing someone from your staff will be following up with individuals that need follow-up can help ease the burden put on one person to do all the follow-up. Taking that extra step and a little extra work to stay connected with them shows them your organization cares about them and they are important to all of you.
When viewing a person’s profile page, you can see under their name who they have been assigned to if they have been assigned to anyone. And on the Person List when adding the “Assigned To” column you can view all those who have been assigned to a staff or admin
There are 2 Ways you can Assign People to Staff for Follow-Up
1) Assign them in the Person list using Batch Action
From the menu:
People > View People (Or person list shortcut)
2) Assign From Digital Guest Card Submissions
From the menu:
Communications > Digital Guest Cards > View Submissions icon to right of your meeting time/event
To Change the person assigned to an individual
Whenever you need to change the person assigned to an individual, use one of the ways above to assign a staff person to the individual and it will replace the previous person who was assigned with the new person you just assigned to this individual.
To View All Those Assigned and To Who They are “Assigned To”
From the menu:
People > View People (Or person list shortcut)