Managing Interested Parties
Adding Interested Parties
This feature is utilized to aggregate households based on their sponsor or referral source. Before beginning Christmas interviews, begin managing your interested parties. To add an interested party, perform the following:
- Select Add.
Note: Add is located at the bottom of the screen.
- Enter in the following information:
- First Name.
- Last Name.
Note: Enter in the number of referrals that suits the need of your facility.