Using the contact card Follow
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:
- Filter the employee list by lead groups or tags OR click a column header to sort
- Use the first contact card to call the engaged employee
- Click the next arrow in the top right to view the next contact card
- Continue this process until your outreach is complete
Please sign in to leave a comment.