Connections
Manage inquiries and assign them for follow up.
8 articles
How do I assign a Connection for a need such as care?Describes how to put together a Connection.
What are connections?Describes what connections are and how they can be used.
How do I add a connection?Describes the steps to add a new connection.
How can I complete an assigned connection?Describes multiple ways to complete a connection that you were assigned.
How do I edit a connection?Describes how to edit an existing connection.
How do I delete a connection?Describes how to delete an existing connection.