Business and Education Partnerships Workflow

Answer

1. Check all the people assigned to you by their pathway tag by running a search HERE

2. Work your way down the list, being sure to log all calls, emails and contacts. Tutorial on that HERE

3. Schedule face to face meetings with potential partners (don't forget to log those interactions)

4. Manually log their acceptance to participate in a pathway event on their profile by clicking on the RSVP link or send them an email with the correct pathway calendar link, see all calendars HERE (not yet created)

5. After the event, send them the link to take the survey HERE (not yet created)

 

Additional Tutorials Here -

How to followup

How to filter

How to log a contact

What is a point person?

How to use lists and batch actions

How to edit a person's profile

 

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