Film 12 of 17, 0:43
Lists, fields and workflows
Track what matters, build lists that keep themselves up to date, and walk people through steps.
Transcript
Lists save the people you keep coming back to, so you can email or text them again.
A list from rules keeps itself up to date. Nobody has to add or remove anyone.
Custom fields hold anything you track, like a baptism date or a shirt size.
Tags are quick labels you can put on anyone, and build lists from.
Workflows walk people through steps you set, like a membership class.
Each step can have a deadline and an owner, so you can see what's overdue.
When someone finishes a step, move them along.