Leader Search

1.) Click on Leader.



2.) Click on Leader Search.



3.) Type in the Name of the Leader you want to search, then click on the magnifying glass icon to search. You can search by First Name, Last Name, or Both. The less information you type will increase your search result, e.g. a search for ‘rich’ may return the result of ‘Rich, Richard, Richards, Richardson’.



4.) Click on the name of the Leader you want to view.



5.) The selected Leader’s contact information will be displayed on the right. You can Edit their information and roles, as well as View detailed information about the leader.



6.) Select View to see more details about the leader, including Roles, Classes, and any Additional Information.



7.) Select Edit Leader to make changes to the Leader’s Information, add/modify documents, and notes.

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support