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How to mark a contact as Need To See

How to mark a contact as Need To See

P
Written by Partner Training
Updated over a week ago

If you want to mark a student as "Need To See", go to

  • Left Side Menu Bar > Contacts > View Students

Under "Contacts" page, click the "View" button right next to the contact that you want to mark.

Under "Profile Dashboard" page, click "Need to See?" button, add a reason on why you need to see them and then click "Save".

If you want to see the list of contacts that you need to see, go to:

  • Left Side Menu Bar > Reports > under Contact page > Need to See

Under "Need To See" page, you will see all the contacts you marked as need to see. You can "Remove" them once you have seen and talked to them about your reason.

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