Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How can we use Churchteams to track guests and prospects?

April 26, 2017churchteams guests prospects track

0

Posted

How can we use Churchteams to track guests and prospects?

1 Answer

0

Posted

Several innovative churches have developed a process using Churchteams to follow-up interested guests and prospective members until they join a small group. To set this up, see step 15 on the administrator’s setup screen. To use this option once it is set up, find the group under browse groups that has been designated for contact follow-up. Select view profile for any individual in the group. Next select View/update contact/event. On this page you can view previous follow-up entries or Add a new contact/event. If you add a new contact/event, select the appropriate contact/event type, then enter your name and your follow-up information. When a person joins a regular small group, they should be removed from the group designated to track guests and prospects.