Manage your Contacts
Search and edit any of your leads & waitlisted families. Add notes and siblings, send SMS and more!
- Global Searches
- How to Manually Add a New Waitlist
- Editing a Waitlist
- Expiring Leads
- Managing Duplicate Leads
- Copying a Waitlist
- Last Personal Contact Metric
- Quickly Reviewing Admin Notes
- How to add a Sibling to an existing waitlist
- Compose and Send Emails to Families
- How to Send a Bulk Email
- Changing a record manually to Inactive status and email options.
- Filtering your Waitlist Database
- Adding a Note & Recording Interactions to a Contact
- How to find siblings on the Waitlist grid
- What are Tags and how can I use them?
- Exporting Your Waitlist
- Importing Waitlist Requests