Assign a staff member to be responsible for new prospects

Whenever someone fills out the general group signup form or fills out the contact form for a group on the GroupFinder, you can assign a staff member to be responsible for those new prospects. Being responsible means that they'll receive email notifications whenever there's a new prospects as well as notifications about follow-ups, etc.. 

To assign a staff member:

Step 1: As an account admin, click on the gear icon in the top-right navigation and click on Pipeline You can also click on the gear icon in the sub-navigation on the Prospects Pipeline page and click Pipeline Settings in the drop-down.

Step 2: Look for the section titled "New Prospect Assignment" and select a staff member from the drop-down and hit save.

If you're a staff member who's receiving these notification emails (even though you're not being officially being assigned as the person responsible), you can turn off these notification settings.