Guest Follow Up - Contact Log
Contact Log
As follow up contacts are being attempted and successful, those updates should be entered into the Contact Log of the individual’s profile
1. Click "Contact Log"
2. Click "New Log Entry"
3. Record the date of contact
4. Contact Log Type can be: phone call, text, email, in-person meeting, etc. Record as much information as possible (barring confidential details).
5. Record your name as the one making contact
6. Add notes detailing the contact
7. Click this button to indicate “Contat Successfull”
8. Click Save.
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