Opportunities
2 Docs
How to Update Opportunity Card User Assignments
Last Updated: August 27, 2025When a user is removed and replace (or a user role is changed from one person to another) from your Market Center Sites system, all new recruits will automatically be assigned to the new user moving forward. However, existing recruit cards previously assigned to the old user must be updated manually. This guide walks you...
How to View Emails and Communication Recruits Receive
Last Updated: August 18, 2025As recruits move through your pipeline, the system automatically sends them emails and text messages. It’s helpful to see exactly what they’re receiving so you know how the communication looks from their side. There are three ways to do this: 1. Send Yourself Through the Pipeline 2. Review Communication from a Recruit’s Contact Card 3....