Watch the video format of this tutorial on our Youtube Chanel or by scrolling to the bottom and watching the video there.
Tagging Prospects (Outreach APP Feature)
To tag a prospect, simply add a note during your visit. For instance, if you tag a prospect as part of the bus ministry, just add “Bus” to your note without the need for a hashtag. In the video, we demonstrate this by tagging a prospect as “Bus.”
Searching and Organizing
After tagging, reload your prospect list and use the search function to find all prospects with a specific tag. We showcase this by searching for “Bus,” and all tagged prospects appear. You can now select and move them to a specific folder for a more user-frienly organized view.
Team Accessibility
Make your outreach even more efficient by granting administrative access to your team members. We explain how changing a team member’s role to an administrator enables them to access the church prospects, view them on a map, and plan visits.
Advanced Routing
For those looking to take their organization to the next level, we delve into the dashboard’s sophisticated features. Learn how to select prospects, create a route, and even submit it for optimized visit planning.
We hope this tutorial provides valuable insights into tagging prospects effectively with the Soul Winning App. Have a fantastic day, and keep spreading the Gospel with SWAPP!
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