Support Center

Adding Outreach Members from the Manage Members Page

Last Updated: Oct 28, 2013 09:49PM CDT
To add outreach members from the Manage Members page:
  1. Click Manage Members and choose Add Members - Search from the drop-down button on an outreach detail page or the Outreach Members related list.
  2. On the Add Members subtab, select the Leads or Contacts radio button to add leads or contacts, respectively.
  3. Search for leads or contacts:
    • You can specify search filters and click Go!
    • Alternatively, you can select an existing view, such as all open leads, from the Use Existing View drop-down list. Your results will display automatically. If you select an existing view, you can modify its criteria by adding or changing filters, and clicking Go!.

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  • Congregation Connect support is available via email. Please email and one of our Support Specialists will respond as quickly as possible.
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