Contacts Flows View

Contacts Flows View

This view is helpful for creating a visual of your contacts by “Status” type (i.e. Contact for Appointment, Partner - Prayer, Partner - Financial, Ask in Future, etc.) and allows you to drag and drop contacts from one phase of the MPD process to another phase very easily moving contacts through an MPDⓇ “workflow.”

Setting up the Flows View

  • Step One: Go to the “Contacts” tab and select the “Flows” view
  • Step Two: Click to “View Settings” (the button to the left of the contacts view options).
  • Step Three: Click the title bar at the top of the first column and type to create a heading for the column (i.e. “Referrals”, “Potential Partners”, etc. You can click and type to rename each column heading. 
  • Step Four: Drag a “Status” from the Unused Statuses column to any other column. You may need to scroll right to see it.
  • Step Five: Repeat steps three and four until you are satisfied with the titles of each column and the status(es) in each column. For this example we chose the column headings: Referrals, Potential Partners, Prayer Partners, Financial Partners, and Special Partners. 
  • Step Six: Click the “< Contacts” button to return to the Flows view to save your choices and use the Flows view.