Using the contact card

Use the contact card as a quick way to reference information about employees. The contact card order will match the structure of an employee list. To use the contact card as an easy way to follow-up with employees interested in benefits:

1. Filter the employee list by lead groups or tags OR click a column header to sort
2. Use the first contact card to call the engaged employee
3. Click the next arrow in the top right to view the next contact card
4. Continue this process until your outreach is complete