Keeping The People Flow up to date!
This is a step-by-step guide for the people flow in Elvanto
By Jesse Stevenson
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Click "Flows"
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Click "C3 TORONTO - TEAM ONBOARDING - HOSTING"
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Click "1. Roster for Shadow"
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Click relevant person assigned to you
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Update Status
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Click "In Progress" to show that you have started your reach out
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Click "Change Status"
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Click "Change" Under "Due Date"
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Change date to next Followup date 24-48hrs later or date as requested by person to reach back out
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Click "Save"
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Select Write Note
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Add note to update the interaction ie 'Called and left a voicemail'
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Onboard Lead Only: You can schedule a note so they are notified directly through elvanto. This is a good way to follow up with the assigned person to remind them to stay on top of a person in the flow. An alternative to this is you can directly text assigned lead yourself to followup.
