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Keeping The People Flow up to date!

This is a step-by-step guide for the people flow in Elvanto

By Jesse Stevenson
1
Click "Flows"
Step #1: Click "Flows"
2
Click "C3 TORONTO - TEAM ONBOARDING - HOSTING"
Step #2: Click "C3 TORONTO - TEAM ONBOARDING - HOSTING"
3
Click "1. Roster for Shadow"
Step #3: Click "1. Roster for Shadow"
4
Click relevant person assigned to you
Step #4: Click relevant person assigned to you
5
Update Status
Step #5: Update Status
6
Click "In Progress" to show that you have started your reach out
Step #6: Click "In Progress" to show that you have started your reach out
7
Click "Change Status"
Step #7: Click "Change Status"
8
Click "Change" Under "Due Date"
Step #8: 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
Step #9: Change date to next Followup date 24-48hrs later or date as requested by person to reach back out
10
Click "Save"
Step #10: Click "Save"
11
Select Write Note
Step #11: Select Write Note
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Add note to update the interaction ie 'Called and left a voicemail'
Step #12: Add note to update the interaction ie 'Called and left a voicemail'
13
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.
Step #13: 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.