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1. Look for Engagement Flags
- In categories marked New, Potential, At Risk, or Disengaged.
2. Claim the Congregant
- Assign a user to follow up and take ownership.
3. Create a Touchpoint
- Choose to send a message now, log a message sent, or log a message received.
4. Add Details
- Select the category, enter subject and message, send via Clearstream or other app.
5. Log Meetings
- Click “Meeting” to track in-person or virtual meetings. All messages are saved to the activity feed.
