How do I search for Individuals that I want to add to a pipeline?

1. Click the "Search for Individuals" button at the top of map. 

 

 

 

2. In the "Near" search bar, type in the area you want to search i.e San Clemente, CA. You can also select a location from the "suggestion" dropdown or select "Current Location" to search the area where you are currently located.

 

 

 

 

 

 

 

 

 

3. You'll see the results of your search populate on the left side of the map. To view the volume report of an individual simply click on the person from the list of results or click the "..." icon and click "View Details".

 

How do I add contacts to a Requisition (Pipeline)?

You can add a single contact or multiple contacts from the results table by selecting the "checkbox" next to each name. You can also select the entire page or multiple pages to add groups of contacts.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

On the Add to Pipeline popup, select the Requisition (pipeline) you want to add your contact(s) to. Additionally, you can assign them to any user who has access to the Requisition and add Tags for additional organization.