Defining and Assigning the Contact Lead

Modified on Mon, 12 Feb 2024 at 09:47 AM

Portals that have the Coach feature enabled can assign a Lead Contact to individual portal members.

What is a Contact Lead?

A Contact Lead is an admin (typically a coach) who is assigned to be the main correspondent with an individual portal member. Admins with the Coach role can assign a Contact Lead to individual portal members through the member’s dashboard in the admin website. Once assigned to a member, the Contact Lead is the primary correspondent and manager of this member’s account.

Assigning a Contact Lead

First ensure that the Coaching feature is enabled for the portal. The Coaching feature can be enabled by going to the Poral Management section and selecting the “Coach Settings” option on the left-hand menu.

After enabling the Coaching feature, go to the Customer Service section and search for the portal member to which you’d like to assign a Contact Lead. After finding the member, you can assign the Contact Lead in the ACCOUNT INFO section on the main dashboard page or the Member Details page. When you select the Contact Lead field, you can choose from a list of all Coaches who have access to the portal.

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