Viewing Your Assignments
On the home screen of the Volunteer app, you will see a list of your assigned prospects with the information you need to reach out effectively.
On the far left side, you'll see every pool for which you are a volunteer. Select a pool to see a list of your assigned prospects in that pool. You can click on a prospect card to view more information about a prospect.
If your prospect has a star-person on their contact card, this is a key relationship for you! This prospect may be someone who you should focus your outreach on. Reach out to your institution if you would like more information about why this prospect is a key person for you.
If your institution has enabled the ability for users to self-assign prospects, you will see a Prospects tab next to the Assignments tab. Click here for information on how to self-assign prospects.
Can't view your assignments?
Don't panic! Often times, this is a result of your institution deleting the Volunteer constituent record, then using a recreated version to make assignments. If this happens to you, connect with EverTrue's Support Team (email@example.com) so that we can connect the two records for you.
Here's a short video that gives you an overview of using Volunteer by EverTrue on your desktop.