Engage Training
Articles in this Section
- Engage Positions and Permissions
- SCORE Engage Glossary of Terms
- SCORE Engage Chapter Training Toolkit
- SCORE Engage Training Plan Best Practices
- SCORE Engage Constituent Journey Descriptions
Sub-Sections
Volunteer Journey
- How To: Login to Engage
- How to: Update a Volunteer’s Status
- How to: Take Ownership Of A Case In Engage
- How to: Handle a Duplicate Application
- How to: Add A Paid Admin (Contractor)
Event Journey
- How To: Create an Event During COVID-19
- How to: Migrate Your Constant Contact Events
- How to: Create an Event
- How to: View, Update & Manually Add Event Registrants
- How to: Understand the Post Event Process
Client Mentoring Journey
- How-To: Set and Manage Availability in the Engage Calendar
- How To: View the Engage Calendar
- How To: Book and Manage Appointments
- How Clients Book Appointments
- How To: Check-In Appointments and Walk-Ins