Sorting data

Label Each Contact with a Tag

Contact Flow-Creating a similar system through MPDX
-tagging everything
Custom tags for Initial MTD: 
• Appointment - financial ask
• Call Back-decision
• Names-asking for referrals
• Circle back Referral-going back to share
• Better Ask - did not give you a referral the first time and asking again
• Referral- is a someone who has been referred to us
• Giving- Getting them signed up online/check on donation
• Thank
• Show
• Prayer

Reminders

Use Tags within Tasks

• Helpful when: 
  • A husband / wife team is working together and needs to assign tasks to each other (or volley them back and forth). 
  • You want to sort tasks in order to batch the work (i.e. make all your follow-up calls at the same time or write all your thank you notes at the same time). 
• Click a tag to display all tasks that have that tag:

Receive Text Reminders

• MPDx has a setting that will remind you of a task on it's due date. You can get reminders by text message, by email or both.
  • Helpful when:
    • You need to be reminded to call someone on a certain date. Pro tip: Download the MPDx app on your phone. Then link your contact to the task. When the text message reminder comes through, all you have to do is click on it. It will take you to the task, which is linked to the contact. One more click and it's dialing the phone for you. Easy peasy! One Reliant missionary in a season of focusing on MTD decided to "stop, drop and call" any time a reminder text came through. This ensured the task got completed and helped him schedule reminders for times he's usually available to make calls.