Why do I have to change the status of Contact Submissions?Mar 29, 2024The status is there so that if you have a team reviewing these, you can quickly show which forms have been reviewed and which haven’t.
Who gets these emails after someone sends in a question to my Chapter?Mar 29, 2024The primary contact for your Chapter will receive these by default. This is generally the Chapter President or one of the Vice Presidents.
What happens if I accidentally change the status to “Reviewed” but still need to contact the person?Mar 29, 2024You can change the status right back without issue.
Will my Hubspot Contacts come over into Salesforce?Mar 29, 2024We are not planning to bring them all over. If you need your contacts brought into Salesforce from Hubspot, please reach out to me at zander.krauch@shpbeds.org.
Is there a procedure or “How To” document to follow for reviewing Contact Us submissions?Mar 29, 2024Yes, click here → Reviewing Contact Us Submissions