What’s the difference between Alerts and Opportunities?
- Alerts → Show who needs care (At Risk, Disengaged)
- Opportunities → Show who is ready for a next step (New, Potential)
Together, they help you care for people and guide them forward.
Why am I seeing someone as “At Risk”?
This typically means their engagement has declined—such as reduced attendance, serving, or group involvement.
It’s a signal to follow up before they disengage further.
What should I do when I see an alert?
- Claim the alert
- Reach out with a touchpoint
- Log the interaction
The goal is timely, intentional follow-up.
What is a “Potential” person?
A Potential person is someone who is engaged in one area but not fully connected in others.
They are often the most important group to follow up with because they are close to deeper engagement.
What’s the difference between an assignment and a follower?
- Assignment → You are responsible for taking action
- Follower → You are notified of changes
Assignments are for action.Followers are for awareness.
When should I mark an assignment as complete?
Mark it complete once all necessary follow-up has been done and no further action is needed.