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How-to

Move a leader through the pipeline

After this you can keep the list of leaders current.

2:00Changes demo data

The steps

  1. Open Leaders. The columns run from Candidate to Ended.
  2. Choose Add a leader, pick the person and role, then Save assignment.
  3. Choose → Installed on a card when they're ready, or drag it with the mouse.
  4. Use Put on rest for a season off, and Return from rest when they're back.
Be carefulThe → Vetting button doesn't work yet: it looks as if nothing happens. To put someone in Vetting, choose Vetting as the status when you add them.

Your screen may look different: names and numbers change, and Home changes through the week.